Pipeline Chart Quiz

Quiz covering Core Sales Functionality

Questions in this quiz

A preview of the 5 questions covered. Start the quiz above to answer them, check your score, and read the explanations.

1. 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. 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. 3

   When configuring a custom Pipeline chart, which field must be present on the Opportunity entity to define the segments of the funnel?

4. 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. 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?