# Dashboard: Opportunities, Pipeline Value, Conversion Rate, Funnel, Stages Distribution

> The Date Range filter is based on the Date Created of the leads. So the opportunities view above shows the 4 leads who opt-in to HL from Jan 24th to Jul…

- Source: https://docs.ghlcustomercare.com/docs/dashboards/getting-started-w-dashboards/dashboard-opportunities-pipeline-value-conversion-rate-funnel-stages-distributio
- Section: Dashboards / Getting Started w/ Dashboards
- Reading time: 2 min
- Images: 9, each explained below
- Modified on Fri, 24 Jul, 2020 at 5:15 PM

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![Figure 1](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/48050888554/original/3ximDz_Xr0M13BfgUrzY7gkBO8wSAYab4A.png)

**Figure 1**

This screenshot appears in "Dashboard: Opportunities, Pipeline Value, Conversion Rate, Funnel, Stages Distribution". For context, this section explains: The Date Range filter is based on the Date Created of the leads. Immediately after, the guide continues: The Date Range filter is based on the Date Created of the leads.
- Controls: Date Range filter, Date Created, double-click, Conversion rate, WON, Stages Distribution chart., Allow Duplicate Opportunity, Add/Update Opportunity, Allow duplicate opportunities
- Next: The Date Range filter is based on the Date Created of the leads.

![Figure 2](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/48050888625/original/WNBDN8uSwmNMSWj1JEY8iMm0irzmrag7ZQ.png)

**Figure 2**

This screenshot appears in "Dashboard: Opportunities, Pipeline Value, Conversion Rate, Funnel, Stages Distribution". For context, this section explains: The Date Range filter is based on the Date Created of the leads. Immediately after, the guide continues: The Date Range filter is based on the Date Created of the leads.
- Controls: Date Range filter, Date Created, double-click, Conversion rate, WON, Stages Distribution chart., Allow Duplicate Opportunity, Add/Update Opportunity, Allow duplicate opportunities
- Next: The Date Range filter is based on the Date Created of the leads.

The **Date Range filter** is based on the **Date Created** of the leads.

So the opportunities view above shows the 4 leads who opt-in to HL from Jan 24th to Jul 25th are in OPEN status.

![Figure 3](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/48050889502/original/DxwSnHuXDWH3nRMU5RqMKEbn5ERJapyA7Q.png)

**Figure 3**

This screenshot appears in "Dashboard: Opportunities, Pipeline Value, Conversion Rate, Funnel, Stages Distribution". The text alongside this image reads: So the opportunities view above shows the 4 leads who opt-in to HL from Jan 24th to Jul 25th are in OPEN status. Immediately after, the guide continues: If you only want to see the number of leads who opt-in on a certain day, you could double-click the date you want!
- What this covers: So the opportunities view above shows the 4 leads who opt-in to HL from Jan 24th to Jul 25th are in OPEN status.
- Controls: Date Range filter, Date Created, double-click, Conversion rate, WON, Stages Distribution chart., Allow Duplicate Opportunity, Add/Update Opportunity, Allow duplicate opportunities
- Next: If you only want to see the number of leads who opt-in on a certain day, you could double-click the date you want!

If you only want to see the number of leads who opt-in on a certain day, you could **double-click** the date you want!

![Figure 4](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/48050890096/original/M-jMy0aW2XRmWzJYcKXgY3_4oGKyHuWjhA.png)

**Figure 4**

This screenshot appears in "Dashboard: Opportunities, Pipeline Value, Conversion Rate, Funnel, Stages Distribution". The text alongside this image reads: If you only want to see the number of leads who opt-in on a certain day, you could double-click the date you want! Immediately after, the guide continues: Conversion rate = the number of leads in the WON status (1) divided by all the leads opt-in (5).
- What to click: If you only want to see the number of leads who opt-in on a certain day, you could double-click the date you want!
- Controls: Date Range filter, Date Created, double-click, Conversion rate, WON, Stages Distribution chart., Allow Duplicate Opportunity, Add/Update Opportunity, Allow duplicate opportunities
- Next: Conversion rate = the number of leads in the WON status (1) divided by all the leads opt-in (5)

**Conversion rate** = the number of leads in the WON status (1) divided by all the leads opt-in (5)

![Figure 5](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/48050890289/original/gAw4nTNHY2pHhAqGeq03APsW5Smq1NH9og.png)

**Figure 5**

This screenshot appears in "Dashboard: Opportunities, Pipeline Value, Conversion Rate, Funnel, Stages Distribution". The text alongside this image reads: Conversion rate = the number of leads in the WON status (1) divided by all the leads opt-in (5). Immediately after, the guide continues: The WON at the end of the list is added automatically here. So you don't need to create a WON stage to keep track of leads who are in the status of WON.
- What this covers: Conversion rate = the number of leads in the WON status (1) divided by all the leads opt-in (5)
- Controls: Date Range filter, Date Created, double-click, Conversion rate, WON, Stages Distribution chart., Allow Duplicate Opportunity, Add/Update Opportunity, Allow duplicate opportunities
- Next: The WON at the end of the list is added automatically here. So you don't need to create a WON stage to keep track of leads who are in the status of WON.

The **WON** at the end of the list is added automatically here. So you don't need to create a WON stage to keep track of leads who are in the status of WON.

![Figure 6](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/48050891138/original/dK4UFuOfE6vqE37yqPZ9asdU-Is3eTWw1A.png)

**Figure 6**

This screenshot appears in "Dashboard: Opportunities, Pipeline Value, Conversion Rate, Funnel, Stages Distribution". The text alongside this image reads: The WON at the end of the list is added automatically here. So you don't need to create a WON stage to keep track of leads who are in the status of WON. Immediately after, the guide continues: The percentage on the right for the Prospects stage means that 80% of the leads who joined the Facebook Leads pipeline will move forward to the Prospects stage.
- What this covers: The WON at the end of the list is added automatically here. So you don't need to create a WON stage to keep track of leads who are in the status of WON.
- Controls: Date Range filter, Date Created, double-click, Conversion rate, WON, Stages Distribution chart., Allow Duplicate Opportunity, Add/Update Opportunity, Allow duplicate opportunities
- Next: The percentage on the right for the Prospects stage means that 80% of the leads who joined the Facebook Leads pipeline will move forward to the Prospects stage.

The percentage on the right for the Prospects stage means that 80% of the leads who joined the Facebook Leads pipeline will move forward to the Prospects stage.

60% of the leads who joined the Facebook Leads pipeline will move forward to the Booked stage.

The way we build our pipeline is like a sales stage. E.g. If we have a pipeline for stages like Elementary school, High school, University. If the person is in the University stage, we will increase the number of leads in the stage for Elementary and High school by 1 because we assume that the person has been to those stages.

So if you like to track the leads who are in the NO SHOW stage, it doesn't make sense to refer to the Funnel chart because that would mean that 40% of the leads who joined the Facebook Leads pipeline will move forward to the NO SHOW stage. In fact, it should be 20% instead of 40% because only 1 lead is no show. The other lead is marked as WON. When the lead is marked as WON, the number of leads on all stages will be increased by 1 because we assume the lead went through all the steps to purchase the product.

If you want to refer to the Funnel chart, each pipeline stage should be one step closer to sale, like Prospect -> Survey submitted -> Consultation -> Purchase

More info to creating a pipeline: https://docs.ghlcustomercare.com

If you want to keep track of stage like No-shows, showed didn't buy, you could refer to the **Stages Distribution chart.**

![Figure 7](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/48050893703/original/gq3NWTUSY7nybUQy-6v2JzlibpCVXfbabQ.png)

**Figure 7**

This screenshot appears in "Dashboard: Opportunities, Pipeline Value, Conversion Rate, Funnel, Stages Distribution". The text alongside this image reads: If you want to keep track of stage like No-shows, showed didn't buy, you could refer to the Stages Distribution chart. Immediately after, the guide continues: The chart above simply shows the number of leads who are currently in which stages.
- What this covers: If you want to keep track of stage like No-shows, showed didn't buy, you could refer to the Stages Distribution chart.
- Controls: Date Range filter, Date Created, double-click, Conversion rate, WON, Stages Distribution chart., Allow Duplicate Opportunity, Add/Update Opportunity, Allow duplicate opportunities
- Next: The chart above simply shows the number of leads who are currently in which stages.

The chart above simply shows the number of leads who are currently in which stages. 

If you want to track how many leads have been to which stages, you could **Allow Duplicate Opportunity** so if the lead has been to the No show stage, it will leave an opportunity card there.

![Figure 8](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/48050893887/original/_Jpu2ayqNGHJvMoOPlttzHSgDt2rZ1TO_g.png)

**Figure 8**

This screenshot appears in "Dashboard: Opportunities, Pipeline Value, Conversion Rate, Funnel, Stages Distribution". The text alongside this image reads: If you want to track how many leads have been to which stages, you could Allow Duplicate Opportunity so if the lead has been to the No show stage, it will leave an opportunity card there. Immediately after, the guide continues: Make sure that the trigger action Add/Update Opportunity also has Allow duplicate opportunities toggle on.
- What this covers: If you want to track how many leads have been to which stages, you could Allow Duplicate Opportunity so if the lead has been to the No show stage, it will leave an opportunity card there.
- Controls: Date Range filter, Date Created, double-click, Conversion rate, WON, Stages Distribution chart., Allow Duplicate Opportunity, Add/Update Opportunity, Allow duplicate opportunities
- Next: Make sure that the trigger action Add/Update Opportunity also has Allow duplicate opportunities toggle on.

Make sure that the trigger action **Add/Update Opportunity** also has **Allow duplicate opportunities** toggle on.

![Figure 9](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/48050894478/original/oNZBb6deBDv6ZgqnurZSZcEOamtPPmDRKA.png)

**Figure 9**

This screenshot appears in "Dashboard: Opportunities, Pipeline Value, Conversion Rate, Funnel, Stages Distribution". The text alongside this image reads: Make sure that the trigger action Add/Update Opportunity also has Allow duplicate opportunities toggle on.
- What to choose: Make sure that the trigger action Add/Update Opportunity also has Allow duplicate opportunities toggle on.
- Controls: Date Range filter, Date Created, double-click, Conversion rate, WON, Stages Distribution chart., Allow Duplicate Opportunity, Add/Update Opportunity, Allow duplicate opportunities

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