Dashboard: Pipeline-Specific Insights for General Opportunity Widgets

You can now drill down into individual pipeline performance directly from the general widgets you already use.

👀 What’s New?

Previously, the Opportunity Status , Opportunity Value , and Conversion Rate widgets displayed aggregated values across all pipelines. This made it difficult to isolate performance metrics for specific workflows or sales processes.

With this release, users can now filter each of these widgets by a specific pipeline using a new dropdown selector.

👷 How It Works:

1. Navigate to any of the following widgets on your sub-account dashboard: Opportunity Status, Opportunity Value and Conversion Rate
2. Click the pipeline dropdown located on the widget.
3. Select the desired pipeline to view metrics specific to that pipeline only.

⭐ Why it Matters:

This improvement gives you granular visibility into how each pipeline is performing—making it easier to identify bottlenecks, track progress, and optimize your sales process. Whether you’re managing multiple service offerings or sales teams, you now have more control and precision over your dashboard insights.