Introduction #
The Pipeline view of the CentrixOne dashboard gives you an overview of all the opportunities available in the CRM. Thanks to the filters, you can analyze your sales forecasts (funnel) and make sure you have enough merchandise in stock or staff available to meet future demand. From this view, you can also export the list of filtered opportunities to an Excel file.
Please note that exporting the dashboard itself is currently impossible, but this is an upcoming feature.
How do I export my list of opportunities from the Dashboard? #
- Click on the Dashboard module
- Click on the Pipeline view
- In the filters, select the desired criteria to filter the list of opportunities (click on More filters to display more criteria)
- In the section at the bottom of the page, click on this icon
to export - Wait while the system generates the file
- Click on the file that appears at the top of your browser
