In order to show the salespipe widget on the dashboard, the following requirements must be fulfilled.
Server
| Server | Version |
|---|---|
| Lime CRM Server | v. 12.19 or above |
Table
The configuration will in first hand use the table with correct label, in second hand use a table with one of the approved table names.
| Table | Label | Name |
|---|---|---|
| Deal | Project | deal, project or business |
Fields
The configuration will in first hand use the field with correct label (if applicable), in second hand use the field with one of the approved databasenames.
| Field | Label | Database name | Type |
|---|---|---|---|
| Deal name | Name | name, dealname, projectname or businessname | string |
| Responsible salesperson | Responsible Co-worker | coworker or responsible | relation |
| Deal status | Category | dealstatus, businesstatus, salestatus or projectstatus | option |
| Company | N/A | company or customer | relation |
| Value | N/A | value, totalvaluesek, totalvalue or businessvalue | decimal or integer |
| Weighted value | N/A | weightedvalue, weightedvaluesek or weightedbusinessvalue | decimal or integer |
| Expected date | N/A | expecteddate or expectedorder | datetime - quarter |
| Probability | N/A | probability | decimal - percent |
Deal status
The options for the field “Deal status” needs one or more of the following optionkeys in order for the widget to function. The dealstatus in the widget will show the options according to the id of the options in the optionfield.
| Type | Optionkey |
|---|---|
| 1. Customer contact | contact |
| 2. Demand analysis | requirement |
| 3. Quote | tender |
| 1. Prospecting | prospect |
| 2. Qualification | qualification |
| 3. Push | push |
| 4. Close | close |