Build Your Own Insights Pipeline Dashboard

Building a Pipeline Generation View

Want all of your reports in CaliberMind? No problem. Since we connect directly to your CRM, adding in views like pipeline generated, forecast summaries, or bookings retrospectives is a breeze.

You will need the Insights permissions of Designer to create your own dashboards. If you feel you don't have the proper settings, contact your CaliberMind administrator.
  1. In Insights, click the "+" icon next to the dashboard header:
insights add dashboard button
  1. Select the "Sales" data model and name your dashboard:
select insights data model and name dashboard
  1. Admittedly, this part is a bit buggy. However, your end users will prefer this date filter far more than if we use the filter widget bar on the right-hand side of the screen (hidden by default).
  • Click "Select Data" under New Widget:
select data button
  • Select any data value:
select a widget data value
  • Select Advanced Configuration:
    widget advanced configuration
  • Select the widget type selector (1) and then scroll down and select the Date Range Filter (2):
select the date range filter
  • Choose Add next to Filter Dimension:
  • Because we want to know Pipeline Generated, we'll be summarizing the data throughout this dashboard by Opportunity Open Date. It makes sense that we would also choose Opportunity Open Date as our core filter. Search for "Create" (1) and select the proper field (2):
select a field from the selector
  • Click Apply:
Widget Apply button or add widget
You'll see a message of "missing dashboard filter/s." Ignore this error. We'll address it in the next steps.
  • Expand the widget list on the dashboard by clicking the icon near the page vertical scroll bar:
widget filter expansion
  • Click the plus icon to add a filter:
widget filter add button
  • Search for "Create" (1) and select the Opp Create Date field (2):
  • Click OK and the date range filter will magically appear!
field filter setting save
  • Select any date in the From Date field (1):
    Select within the From Date field that is in the middle of the screen NOT from the filter within the filter bar.
Create a filter
  • An additional filter appeared. Delete the date filter you added in the Filter bar to the right (we know. buggy.) This is the filter that has the 'include all' within the dialog box:

Congrats! You made it through the hard part. Now let's add a chart!

  1. Select the + Widget button:
add a new dashboard widget
  1. Click on Advanced Configuration:
widget advanced configuration
  1. Click the Widget selector icon and choose the widget type you'd like to use:
  1. Add a Value (1) (in this case we'll choose Amount (3)):
select the amount field as a value on the chart
  1. Update the formatting for the value by selecting the number icons:
    format chart value number icon
  2. Add a Category (1) and select the Opportunity Created Date field (3):
select a chart category
  1. Change the date aggregation from Years to Months using the icon on the Category:
    aggregate date setting icon
  2. Add a Break By (1) and select the Opp Won/Lost/Open field (2):
  1. Change the chart format to Stacked (1) on the right-hand design menu and then click Apply (2):
chart widget design settings

Congrats! You've created a dashboard.

Need more help? Check out our video. We create an entire dashboard with multiple views and report types.

Video: Creating a Complete Pipeline Generated Dashboard

How did we do?

Powered by HelpDocs (opens in a new tab)

Powered by HelpDocs (opens in a new tab)