2. Record table — Top 10 open opportunities
Your dashboard is built and saved to the workspace.
Q3 2026 Revenue Pipeline
Here's what's included in QQ3 2026 Revenue Pipeline :
Widget 1: Deal Value by Pipeline Stage (Bar chart)
- Metric: Sum of deal amounts grouped by stage
- Stages shown: Intro → Qualified → Demo → Proposal → Signed (ordered by pipeline position)
- Layout: Vertical bars with value labels and axis titles
- Colour theme: Sea green
Widget 2: Top 10 Open Opportunities (Record table)
- Columns: Deal, Amount, Stage, Expected close
- Filter: Excludes the "Signed" stage (open deals only)
- Sort: Amount descending, largest deals first
- Full-width table spanning the base of the dashboard
Note on stages: your pipeline currently runs Intro, Qualified, Demo, Proposal, and Signed. The chart reflects all five. If you'd rather map them to "Negotiation" or "Closed Won/Lost", I can update the data model for you.