What is the Pipeline grid?
The Pipeline grid allows users to view, edit, save and export a monthly view of their sales pipeline.
Using the pipeline grid, users can spread their CRM deals over multiple months on a straight-line basis or into ad-hoc milestones to create any monthly revenue profile they wish.
The interface is fully customisable, allowing users to pull in any CRM deal fields they wish.
How to use the Pipeline grid?
The Pipeline grid can be used to spread deals over multiple months. Please see the Spreading deal values across months article for further information.
Customizing the interface
The interface is fully customizable, allowing users to add/remove or pin any Deal columns to the grid. Please see the Customize Grid article for further information.
Each column on the grid has its own filter so users can drill-down into particular areas. Several filters can be applied to different columns at the same time. Please see the Pipeline filters article for further information.
Users can group and sub-total values by particular columns, similar to pivot tables in a spreadsheet. Users can still edit and filter values whilst the data is grouped. Please see the Grouping and subtotalling rows article for further information.
Where do the grid values come from?
The Pipeline grid column values are a combination of read-only CRM data and editable QuarterOne fields.
CRM read-only fields
By default, the following Pipeline fields are pull directly from the connected CRM into QuarterOne. These fields cannot be edited in QuarterOne.
Users can also sync additional read-only Deal fields from their connected CRM. Please see the Adding a custom CRM deal column article for further information.
QuarterOne editable and calculated fields
The following fields can be edited within the Pipeline grid interface or are calculated from other editable fields.