Pipeline Settings Dialog Box

Use the Pipeline Settings dialog box in the Dashboard area to select the opportunities that you want to include on the Pipeline chart. You select opportunities by selecting the stages that you want to include in your pipeline.

Location

To display the Pipeline Settings dialog box, complete the following steps:

1. Click to go to the Dashboard area.
2. Click above the upper-right corner of the Pipeline chart.

Contents

Field	Description
OPPORTUNITIES TO INCLUDE	Select the stages that you want to include in your pipeline. Opportunities currently assigned to those stages are then included in the calculation of estimated and weighted revenue on the Pipeline chart, unless they fall outside the time frame you select. If some opportunities have not been assigned to a stage, select No stage set if you want to include those opportunities in the calculation of revenue for the chart.
Save and Cancel	Click Save to save the current selections, close the dialog box, and update the chart. Click Cancel to discard any unsaved changes to the selected stages and close the dialog box.