Dashlet "Sales Pipeline"

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  • Michael B
    Junior Member
    • Jun 2020
    • 6

    Dashlet "Sales Pipeline"

    Hi to every one
    I want to use Dashlet "Sales Pipeline", but I can't find it.
    Help me, please. How can I build this report and use the dashlet?
    Thanks!
  • Maximus
    Senior Member
    • Nov 2018
    • 2731

    #2
    Hi,
    Are you trying to add the Sales Pipeline dashlet by your regular user? If so then this user must have the Read access (Role) for the Opportunity entity.

    Comment


    • Michael B
      Michael B commented
      Editing a comment
      No. I want to use it in my profile with administrator role. I found dashlet yesterday. But I dont know: is "Sales Pipeline" in dashlet format only? Or I can build a report?
      Thanks!

    • Nishan Perera
      Nishan Perera commented
      Editing a comment
      Hi Michael,

      If you want to build a report you should have advanced pack which is include Reports, Workflows, Business Process Management.

      Yes you can build your own dashlets If you have dev skill.

    • Michael B
      Michael B commented
      Editing a comment
      OK. Thank you!
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