To get to the visuals, click over here where it says List and switch it to Combo. I love this feature.
For simplicity’s sake, I’m going to switch this over to My Open Opportunities. This paints a nice picture of the 14 opportunities that I have in my pipeline. I can tell which phase each opportunity’s at, and there’s a legend down here to tell you what the colors mean. I get an indication of the revenue size based on the size of the circle, I can tell the probability of each opportunity based on where it falls, and I know what the estimated closed date is too. In addition, I can hover over one of these and get more information, so I can see the name of the opportunity, the customer, the status, the pipeline phase, as well as the estimated closed date and the estimated revenue. If this was a won or lost opportunity, it would actually show me the actual closed date and the actual revenue automatically. I can also click on any one of these, and when I do, the side panel appears and I can use that to make changes to the opportunity in real time.
The second visual is the Sales funnel. And I like this, I don’t love it. It provides a nice visual of the size of your opportunities by sales stage, but you can’t really do much with it yet. I can hover over one of these visuals to get a little more information. The phase, for example, which I could see by the color, the number of opportunities is nice as well as the total revenue, and the percentage that makes up of everything. But it’d be nice if I could actually click on it and see the list change at the bottom. I’m not sure why Microsoft didn’t do that, hopefully that comes in a future release. And this visual really doesn’t tell me anything I didn’t know before, but it’s a good start.
Stay tuned for more videos on Dynamics 365 2023 Release Wave 1.
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