Our sales managers currently use Opportunity views to monitor the pipeline, but they have difficulty understanding where deals are getting stuck.
We want to see Opportunity value by sales stage and quickly identify deals that need attention.
Is there an out-of-the-box Dynamics 365 Sales feature for this?
Yes.Dynamics 365 Sales has an out-of-the-box feature specifically for this: the Opportunity Pipeline View.
It provides:
Sales Pipeline / Funnel chart showing opportunity value by pipeline stage.
Opportunity count and revenue by stage.
An editable opportunity grid so managers can quickly identify and follow up on deals.
A bubble chart to highlight opportunities based on revenue, close date, probability/score, and pipeline phase.
You can access it from:
Sales Hub → Opportunities → Show As → Pipeline view
The funnel shows the sum of estimated revenue across pipeline phases, making it much easier to see where opportunities are accumulating or getting stuck.
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