> ## Documentation Index
> Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Pipeline Dashboard

> Lead funnel visualization, conversion rates, and pipeline health metrics with export support.

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

## 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.

## Who it's for

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

## 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.

## Steps

<Steps>
  <Step title="Open the dashboard">
    Navigate to `/ce/analytics/pipeline` from the CE analytics navigation.
  </Step>

  <Step title="Review pipeline metrics">
    The dashboard shows the lead funnel by stage, conversion rates, and pipeline health indicators.
  </Step>

  <Step title="Export data (optional)">
    Use the **Export** dropdown in the page header to download pipeline data. Requires `ce.pipeline.export`.
  </Step>
</Steps>

## Related

<Columns cols={2}>
  <Card title="Community Engagement" icon="bullhorn" href="/ce/overview">
    Community Engagement core overview.
  </Card>

  <Card title="Governance & parity" icon="scale-balanced" href="/governance/index" />
</Columns>

<Note>
  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.
</Note>

<Accordion title="Documentation sources">
  * src/routes/ce.tsx
  * src/cores/ce/pages/PipelineDashboardPage.tsx
  * src/cores/ce/components/analytics/PipelineDashboard.tsx
  * src/cores/ce/components/analytics/ExportDropdown.tsx
</Accordion>