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Current Behavior: The CRM dashboard currently displays data only for the default pipeline. There is no option available to switch between different pipelines on the dashboard.
Proposed Enhancement: Add a feature to allow users to select different pipelines on the dashboard. Based on the selected pipeline, the dashboard should dynamically update and show data only relevant to that pipeline.
Expected Behavior:
A pipeline selection dropdown or filter should be added to the dashboard interface.
The default view can continue to show data for the default pipeline, but users should be able to switch as needed.
Benefits:
Improves visibility and management of multiple sales processes.
Helps teams working across different pipelines analyze their own pipeline performance without interference from others.
Increases the usability of the dashboard for businesses with complex or multi-product sales cycles.
The text was updated successfully, but these errors were encountered:
Current Behavior: The CRM dashboard currently displays data only for the default pipeline. There is no option available to switch between different pipelines on the dashboard.
Proposed Enhancement: Add a feature to allow users to select different pipelines on the dashboard. Based on the selected pipeline, the dashboard should dynamically update and show data only relevant to that pipeline.
Expected Behavior:
A pipeline selection dropdown or filter should be added to the dashboard interface.
The default view can continue to show data for the default pipeline, but users should be able to switch as needed.
Benefits:
Improves visibility and management of multiple sales processes.
Helps teams working across different pipelines analyze their own pipeline performance without interference from others.
Increases the usability of the dashboard for businesses with complex or multi-product sales cycles.
The text was updated successfully, but these errors were encountered: