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Editable Deal Tracker chart in Opportunity Pipeline View

Prashant Wani_c on 6/2/2023 1:04:49 PM

Few columns like Actual Revenue, Est. Close Date, Actual Close Date, Opportunity Score, Opportunity Grade are core fields and always included in Tooltip of Opportunity pipeline view.


As of now there is no way to modify Deal Tracker chart extensively in Opportunity Pipeline View. It would be very useful if user will have ability to add or remove required columns in Tooltip.



Category: Opportunity
STATUS DETAILS
Needs Votes
Ideas Administrator

Administrator on 6/7/2023 10:15:43 AM

Thanks for sharing the feedback. 

It is actually possible to customize the firleds that appear in the tooltip: Configure the opportunity pipeline view | Microsoft Learn

  1. In the Sales Hub navigation panel, select App Settings.

  2. Under General Settings, select Opportunity pipeline view.

  3. In the Manage charts section, edit Deal tracker.

  4. Manage Tooltip fields

This is setting is availble for admins, please reach out to your org administrator to configure which fields you want in the tooltip.

 

Please share if you want other customizations in the pipeline view.

Thanks
Swapnil Agarwwal
Product Manager, D365 Sales