Standard and Saved Views
Views are different ways of inspecting your pipeline. They are all based on a certain group of deals, defined by their Closed Date (i.e. This Quarter, Next Month, All Open Deals, etc.)
Additional filters, groupings, and view options adjust how you see the data and can be saved to quickly and easily get back to the common ways you look at your pipeline.
- Select a view from the menu
- When you are viewing data based on specific filters and display options, you can save the view configuration as a “Saved View”
- Saved Views can be private to you, or shared with other users
- Custom Fiscal Year configurations are supported and will be reflected in the chosen timeframe