The following describes a functionality that is implemented in the system.
| User Story ID | 12452 |
| User Story Name | OPT Sales Pipeline Dashboard |
| Overview | A new Sales Pipeline Dashboard is now available inside Dynamics 365. It gives sales reps and managers a real-time view of the full pipeline — from the first contact with a lead all the way to a closed sale — without leaving the CRM or running manual reports. |
| How to Use it | - Open the dashboard from the OPT Sales app in your D365 navigation menu
- My Deals — see only your own active deals organized by stage, review what's due today, and browse all your pending activities
- Organization — see the full team's pipeline, who's leading in value, which deals are at risk of stalling, and what's expected to close this month
- Click any deal card to open the record directly in D365
- Use Export PDF to save or share a snapshot of the current view
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