# Dashboard and search

> See pipeline value and sales performance, and run an advanced search to export opportunities.

Source: https://help.clockworkcrm.com/sales/dashboard-and-search
Last updated: 2026-10-09

## The sales dashboard

**Sales → Dashboard** opens the **Opportunity Dashboard**, a report on your opportunities.

![The opportunity dashboard: four totals across the top, with the pipeline funnel and sales trend below](https://clockworkcrm.blob.core.windows.net/public-internal/docs/sales/sales-dashboard.png?v=817d0839)

Two boxes at the top filter the whole dashboard:

| Filter | What it does |
|---|---|
| **Pipeline** | **All Pipelines**, or one pipeline. It starts on the last pipeline you chose on the board, list or dashboard |
| **Sale Owners** | Limits the dashboard to opportunities owned by the chosen users. With nobody chosen, it covers every owner |

The dashboard only counts opportunities you can see. See
[Permissions](https://help.clockworkcrm.com/sales/opportunities#permissions).

The dashboard updates when an opportunity is added, moved or changed. Point at an amount to see
the exact figure.

### Totals

| Figure | What it shows |
|---|---|
| **Total pipeline value** | The total estimated value of the open opportunities: everything not won or lost |
| **All time Revenue** | The total value of every won opportunity |
| **Total deals in pipeline** | The number of opportunities, whatever their stage |
| **All time conversion rate** | Won opportunities as a percentage of all won and lost opportunities, with the number **Won** and the number **Lost** |

### Pipeline Funnel

A funnel with a band for each stage of the pipeline, in stage order and in the stage's colour. Each
band shows the stage name and the total value of the open opportunities in it.

The funnel needs a single pipeline with stages. While **All Pipelines** is chosen, or the pipeline
has no stages, it shows a message instead.

### Sales Trend with Forecast

A line chart of the value of won opportunities in each month, by the month they closed. It runs
from the first month with a won opportunity up to this month. A dashed line runs on to next month's
predicted won value, taken from **Predicted Performance**.

The chart opens on the most recent months. Drag the slider under the chart, or scroll on it, to
change the range. The icons at the top right of the chart zoom in on an area, restore the full view
and save the chart as an image.

### Monthly figures

| Figure | What it shows |
|---|---|
| **Total figures this year** | The value won and lost this year, by close date |
| **Total figures this month** | The value won and lost this month, by close date |
| **Total figures last month** | The value won and lost last month, by close date |
| **Predicted Performance** | A prediction for next month. Open opportunities with an estimated close date next month count as **Won** when their likelihood is 65% or more, and as **Lost** when it is lower |

The month and prediction figures show a percentage change against the month before. For **Won**, a
rise is shown as good and a fall as bad. For **Lost**, it is the other way round.

### Opportunity tables

Three tables list open opportunities. Each appears only when it has something to show. Click a row
to open the opportunity.

| Table | What it lists |
|---|---|
| **Top 10 Most Valuable Open Sales** | The ten open opportunities with the highest estimated value |
| **Top 10 Most Likely to close** | The ten open opportunities with the highest likelihood |
| **Lapsed sales** | Open opportunities that have no estimated close date, whose estimated close date has passed, or that have not been changed for over a month. Point at a row to see which applies |

Each row shows the opportunity's pipeline, stage, name, estimated value and likelihood.

## Advanced search

**Sales → Advanced Search** opens **Advanced Opportunity Search**. It finds opportunities across
every pipeline and exports the results for reporting.

![The advanced opportunity search: filters, visible columns and sorting across the top, results below](https://clockworkcrm.blob.core.windows.net/public-internal/docs/sales/sales-advanced-search.png?v=730c4d59)

It works in the same way as the contact searches: **Filters** control which opportunities come
back, **Show** controls the visible columns, and **Sort** controls the order. See
[Searching contacts](https://help.clockworkcrm.com/contacts/searching#advanced-search) for how to build filters and save them.
The result count sits on the right.

These fields can be used as filters:

| Field | What it matches |
|---|---|
| **Name** and **Description** | Text |
| **Importance** | A number of stars |
| **Likelihood** | A percentage |
| **Pipeline** and **Stage** | One of your pipelines or stages |
| **Company** and **Person** | A linked company or person |
| **Recurrence Type** | **None**, **Weekly**, **Monthly**, **Quarterly**, **Bi-Annually** or **Annually** |
| **Sale Owner** and **Created By** | A user |
| **Created Date**, **Start Date**, **End Date**, **Estimated Close Date**, **Close Date** and **Last Modified Date** | A date. **Start Date** and **End Date** are the recurrence dates |
| **Value** | The estimated value |
| **Tag** | A tag |

The columns you can show are **Id**, **Name**, **Description**, **Importance**, **Likelihood**,
**Pipeline**, **Stage**, **Recurrence Type**, **Sale Owner**, **Created By**, **Start Date**,
**End Date**, **Estimated Close Date**, **Close Date**, **Value**, **Linked Companies**,
**Linked People**, **Created Date**, **Last Modified Date** and **Tags**.

Every opportunity custom property is also available as a filter and a column.

Double-click a result to open the opportunity. Right-click a result and choose **Edit** to do the
same.

### Exporting

**Export As** exports the current results as **Excel (.xlsx)** or CSV, with the columns you are
showing. When the export is ready it is in the **Documents** tab of your profile. See
[Your profile](https://help.clockworkcrm.com/general/profile#documents).

## Related

- [Board and list views](https://help.clockworkcrm.com/sales/board-and-list), the day to day views of the same records
- [Opportunities](https://help.clockworkcrm.com/sales/opportunities), the fields these reports are built from