# Pipeline and status widgets ## Pipeline and status widgets Pipeline and status widgets are grouped dashboard views for reviewing sales coverage and near-term activity. Use them when you need to compare offer or order status, accounts, bids, forecasts, or visits. The Dashboard is organised into role-based tabs, so the visible tab names separate the measures available for your work. The dashboard view includes **Dashboard**, **Principals Report**, **Today**, Next 10 days, and Last 10 days. Each available widget title identifies the subject you are reviewing. | If you need to… | Go to | |---|---| | Locate a widget on a visible dashboard tab | [Find a widget on the dashboard](#find-a-widget-on-the-dashboard) | | Read pipeline, account, offer-status, or order-status rows | [Understand the grouped results](#understand-the-grouped-results) | | Choose a time-based bid, forecast, or visit view | [Choose a bid, forecast, or visit view](#choose-a-bid-forecast-or-visit-view) | | Review dashboard setup and role-based tabs | [Dashboard overview](doc:dashboard-overview) | | Add or manage widgets in the catalog | [Dashboard widget catalog](doc:dashboard-widget-catalog) | | Review sales and backlog measures | [Sales and backlog widgets](doc:sales-and-backlog-widgets) | | Review management reporting measures | [Management report widgets](doc:management-report-widgets) | ![Compare the dashboard tabs, widget titles, and sort controls before choosing a view](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/48a474559dad410770fcdeb81cb1cba9.png) ## Before you start The dashboard library is available when its subscription check passes. A visible tab must be available, and the active tab must contain widgets. The search field and widget titles appear for an active user or MRM tab that contains widgets. A result also depends on selecting the matching widget and having the dashboard surface it uses. | What must be in place | What you can look for | |---|---| | Dashboard library access | The dashboard library is available. | | A visible active tab | The tab title is visible and the tab is active. | | Widgets on that tab | **Search for widget** and the widget titles are available. | | A matching widget and its dashboard surface | The selected widget displays its grouped result. | No record, saved-state, permission, or data-collection step is part of reviewing these grouped dashboard results. ## Find a widget on the dashboard Use this procedure to locate a displayed pipeline, status, account, bid, forecast, or visit widget. **Prerequisites** - The dashboard library and a visible active tab are available. - The active tab contains widgets. **Steps** 1. Open **Dashboard**. 2. Select the visible dashboard tab that contains the widget. 3. Open the active tab's widget list. 4. Enter the displayed widget title in **Search for widget**. 5. Select the widget title that matches the measure you need. **Result:** The active tab shows the widget title that matches your search. The dashboard also shows **Sort by Booking**, **Sort by Target**, and **Sort by Achievement**. ## Understand the grouped results Grouped result widgets summarise sales work as rows and measures rather than as data-entry fields. The visible dashboard includes pipeline, account, offer-status, and order-status subjects. **Prerequisites** - You have found the relevant widget title on the active dashboard tab. **Steps** 1. Select the displayed widget title that matches the result you need. | If you need to… | Select | Then read | |---|---|---| | Review pipeline results | **Sales Pipeline** | The pipeline rows | | Review account results | **Accounts in Sales Pipeline** | The account rows and measures | | Review firm-offer status | **Statuses of Jobs in Offer Stage (Firm Offers)** | The offer-status rows | | Review running-order status | **Statuses of Running Orders** | The order-status rows | The pipeline rows can include **Potentials**, **Inquiries**, **Budget offers**, **Firm offers**, and **Orders**. Use the visible sort choices when comparing the displayed measures. **Result:** You can identify the pipeline, account, offer-status, and order-status result family from its displayed title and read the grouped rows shown for that widget. Read the displayed rows, measures, counts, values, and columns for the selected widget. ## Choose a bid, forecast, or visit view Bid and visit widgets separate activity by period, while forecast widgets present a forecast measure. Choose the title that matches the question you need to answer. **Prerequisites** - The active dashboard tab contains the bid, forecast, or visit title you need. **Steps** 1. Select the displayed widget title that matches your question. | If you need to… | Select | |---|---| | Review upcoming bid due dates | **Bid Due Date in Next 10 Days** | | Review bid due dates in the previous period | The displayed bid title for the previous 10 days | | Review a forecast measure | The displayed forecast title that matches the measure | | Review visits from the previous 10 days | **Visits in Last 10 Days** | | Review planned visits for the next 10 days | **Planned Visits in Next 10 Days** | 2. On a forecast view, select **Including Forecast** when that control is available. **Result:** The active tab shows the selected bid, forecast, or visit view. ## When a widget or result is not available Start with the active tab and the displayed widget title when a result is not available. The widget list depends on the active tab containing widgets, and each widget depends on its matching selection and dashboard surface. **Prerequisites** - You are on the dashboard. - You can see the active tab and its displayed widget titles. **Steps** 1. Check the active tab and the displayed widget title. | What you see | What to do | |---|---| | The widget list is not shown | Select a visible active tab that contains widgets. | | A named widget does not appear | Check another visible tab and search using the displayed widget title. | | A result does not appear after selecting its title | Check that the selected title matches the result and that its dashboard surface is available. | | `Your request was completed successfully` | Continue reviewing the displayed dashboard result. | | `An error occurred while processing your request` | Select the displayed widget title again. | 2. Read the displayed rows, measures, counts, values, and columns for the configured dashboard surface. 3. Use the surrounding widget title to identify the result opened by an icon-only view action. **Result:** You know which tab, title, or dashboard surface to check, and you have reviewed the available rows, measures, counts, values, and columns without changing the underlying records. ## What to read next | If you need to… | Read | |---|---| | Understand dashboard setup and role-based tabs | [Dashboard overview](doc:dashboard-overview) | | Add, remove, or manage widgets | [Dashboard widget catalog](doc:dashboard-widget-catalog) | | Review sales and backlog measures | [Sales and backlog widgets](doc:sales-and-backlog-widgets) | | Review management reporting measures | [Management report widgets](doc:management-report-widgets) | | Choose principals for the Principal report | [Principal report](doc:principal-report) | | Review general navigation | [Navigation basics](doc:navigation-basics) | The message `Please choose one or more principals` belongs to the Principal report's principal selection and report-generation panel. Use [Principal report](doc:principal-report) for that task.