Opportunity Widgets

Sales pipeline counts, revenue value, and status breakdowns.

What's available

Open, won, lost, abandoned deal counts and values. Number, donut, bar, line, horizontal bar, table formats.

Customizing an opportunity widget

Filters on stage, status, value, owner, attribution. Group by pipeline stage, assignee, lost reason, source. Date property: creation, last modified, or status-change.

Things to know

Some widgets marked "for you" auto-scope to the logged-in user. A few use a fixed current-month range regardless of the dashboard date selector. See Understanding Pipeline Funnel and Stage Distribution Widgets for pipeline visualization specifics.