Create your Dashboard: Deals & Pipelines
Understanding your sales pipeline
This lesson shows you how to create a dashboard to summarize the sales activity of your contacts, staff and pipelines. You can download your template Your Deals Dashboard
Create your data sources
For this Dashboard you will need to create standard data sources from the following resources. These contain no custom dimensions or metrics.
- Deals
- Stages
- Pipelines
- Users
Change of data-type
The data source "deals" requires two dimensions to have their data type changed as per below.
| Name | Old Data-type | New Data-type |
|---|---|---|
| group | number | text |
| stage | number | text |
Video: Building "Your Deals and Pipelines" data sources
TIP:
The "Pipelines" data source is only used to obtain the names of the pipelines. These are not present in the "Deals" or "Stages" data sources only the id.
Video: Configuring your dashboard
With your Data sources created you are now ready to configure the dashboard from the template in this previous lesson. Open the template in a new browser tab and watch the video below.
Data blend design
For this lesson you will need to create a data blend. This will be used in many of the charts on the dashboard "Your Deals & Pipelines. The rest of this lesson outlines all of the configurations to copy as per the videos in prior lessons for this chapter.
Data blend name:
When you create your data blend you will need to name it "Deals"
Data blend data sources:
This data blend requires the use of four data sources. You should have previously completed this task creating data sources with the names below.
- Deals
- Stages
- Pipelines
- Users
Join Conditions:
The Data blend will also have the following 4 join conditions prepopulated into the Blend as soon as you map the data sources into the Dashboard.
The joins are as follows
1- Inner join deal.group and stages.group
2- Inner join deal.stage and stages.id
3- Inner join deal.pipelineid and pipelines.id
4- Inner join deals.owner and users.id
Metrics:
The data blend will require you to add the following metrics as per table below.
| Name | Type | Formula |
|---|---|---|
| Deal Status | Dimension | case when status = 0 then 'Open' when status = 1 then 'Won' when status = 2 then 'Lost' else 'NA' end |
| No of Deals | Metric | count(activitycount) |
| Sales $ | Metric | sum(value/100) |
| winProbability | Metric | sum(winProbability) |
| Average Deal $ | Metric | (sum(value)/count(activitycount))/100 |
| Age of Deals | Metric | DATE_DIFF(today(),cdate) |
Dimensions:
You will also need to add the following dimensions to your data blend.
| Name | Source |
|---|---|
| Created Date | deals.cdate |
| Modified Date | deal.mdate |
| Deal id | deals.id |
| Pipeline id | deals.pipeline id |
| Stage | deals.stage |
| Stage Id | stages.id |
| Deal Stage | stages.stage name |
| Owner | deals.owner |
| Deal Name | deal.title |
| customerAccount | deals.customerAccount |
| description | deals.description |
| customerAccount | deals.customerAccount |
| Deal Stage | stages.stage name |
| Pipeline Name | pipelines.pipeline name |
| Deal Owner | users.first name |