Question
Using preferred currency and date formats in a sales pipeline can enhance clarity and understanding. It ensures that all team members are on the same page regarding the financial aspects and timelines of the sales process. It also helps in maintaining consistency across different reports and presentations, making it easier to track progress and compare data over time.
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First, the user will go to the Fields tab to input their sales pipeline preferences. Input your static inputs, like your sales report name, year, company name, and the event you are tracking - in most cases this will be sales, leads, or however you refer to it internally. Then, chose the pipeline data formatting, including preferred currency and date formats. Now, two input sections impact the look of the rest of the pipeline: the pipeline display and the input fields. The pipeline display indicates what lead information is to be displayed on the pipeline. Anything checked in these boxes will appear on the pipeline visualization.
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