Pipeline Chart Quiz

What you'll be asked

1. Which view in Dynamics 365 Sales allows users to visualize their sales pipeline using a funnel chart based on the estimated revenue of opportunities?
2. A sales manager wants to filter the Pipeline chart to show only opportunities closing in the next 30 days. Where should they apply this filter?
3. When configuring a custom Pipeline chart, which field must be present on the Opportunity entity to define the segments of the funnel?
4. A user notices that their Pipeline chart is missing opportunities that are currently in the 'Qualified' stage. What is the most likely cause?
5. You are tasked with creating a drill-down experience on a Pipeline chart. Which technical limitation must you consider regarding the grouping of data?

Answers and explanations come after you submit.