Group Opportunities for better analysis by aggregating the numeric fields in Dynamics 365 Sales
The Pipeline feature in Dynamics 365 Sales allows for better management of opportunities, providing a clear understanding of deals in the pipeline and facilitating decision-making. Users can group opportunities based on specific criteria and aggregate numeric values like estimated revenue. To configure the Pipeline view, navigate to Sales Hub > Opportunity Entity, click on the dropdown arrow of the Show as button, and select Pipeline view. Users can customize the summarized information fields and create new metric fields. For example, users can create metric fields to calculate estimated revenue generated from different clients. This feature helps prioritize efforts and resources towards more profitable opportunities.
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