Trends widget

Note

This article describes the trends widget. For info on the detiled trends report, go here.

What’s a trends widget

The trends widget visualizes how accurate your forecast is over a selected period for the selected line of business. It displays your forecast data alongside the coverage and projections for different forecast categories, so that you can compare your actual pipeline to your forecast submissions.

Building a trends widget

To build a new trends widget:

1. Select your dashboard, click +New widget and select Trends from the gallery.

   

2. In the dashboard header, click to rename your widget and, optionally, + Add description.

3. Under Line of business, select the line of business the widget is based on.

4. Under Pipeline WoW, select how to break down the data, either by forecast category or pipeline stage.

5. Under Forecast, select the default forecast category to include in the widget. If you want viewers to not be able to change this selection, uncheck Add dropdown to widget.

6. Under Projection, select the period on which projection is based.

7. Under Select team and period, you’ll notice the team member and date fields are set to be dynamic and respond to whatever is selected in your dashboard. You can change them to fixed values.

   Note:

   If you select fixed values for the team member and period, the widget would no longer respond to selections made on the dashboard level.

8. Validate the preview and save:

   • The stacked bars show the value of all deals in the selected category per week. They’re stacked in the order they’re defined in the line of business.

   • The red line indicates the forecast projection, the orange one - the forecast submissions of the team under the selected manager, and the purple one - the forecast submissions of the selected manager.

   • You can uncheck any of the legend categories on the chart and save the widget, viewers will be able to add them as they prefer.

9. When you’re happy with the Preview result on the right, click Save.

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