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The Pipeline Dashboard at /ce/analytics/pipeline provides a visual overview of the lead funnel, conversion rates, and overall pipeline health.

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Overview

Navigating to /ce/analytics/pipeline loads PipelineDashboardPage, gated by ce.pipeline.view. The page renders a PageHeader (“Pipeline Dashboard”, description “Lead funnel visualization, conversion rates, and pipeline health metrics”) with an ExportDropdown requiring ce.pipeline.export, and the PipelineDashboard analytics component.

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Who it’s for

Permission required: ce.pipeline.view. Export requires ce.pipeline.export.

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Before you start

  • Lead records must exist with stage assignments for funnel data to be meaningful.
  • Export permission (ce.pipeline.export) is required to download data.

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Steps

1

Open the dashboard

Navigate to /ce/analytics/pipeline from the CE analytics navigation.
2

Review pipeline metrics

The dashboard shows the lead funnel by stage, conversion rates, and pipeline health indicators.
3

Export data (optional)

Use the Export dropdown in the page header to download pipeline data. Requires ce.pipeline.export.

Community Engagement

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Governance & parity

This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/ce.tsx
  • src/cores/ce/pages/PipelineDashboardPage.tsx
  • src/cores/ce/components/analytics/PipelineDashboard.tsx
  • src/cores/ce/components/analytics/ExportDropdown.tsx