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The Pipeline dashboard aggregates pipeline metrics across the accounts and strategies visible to you in ShiftUp. Two of the top-line metric cards — Active pipeline value and Total pipeline in ShiftUp accounts — expose per-card filter popovers so you can narrow each total without leaving the dashboard.

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Metric cards with filter popovers

Each of these cards has a filter control in the card footer. Opening it reveals a popover of options that only affect that card’s total. When any option is set, the filter control shows the number of active filters. Cards also link to the underlying Salesforce report; when the filters you’ve set diverge from the source report, the card surfaces a notice explaining that totals may differ. Both totals count only opportunities whose amount is greater than zero, and both respect the dashboard’s top-level user filter.

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Active pipeline value

Sum of opportunity amounts on active strategies. Closed-won opportunities are included by default. Filter options:
  • Exclude closed-won opportunities — remove closed-won opportunities from this total. When on, the card’s description switches to “Sum of open opportunity amounts on active strategies” and the source-report notice explains that the linked report still includes closed-won and may show a higher total.

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Total pipeline in ShiftUp accounts

Opportunity amounts from accounts that have ShiftUp plans. Open opportunities only by default, across all time. Filter options:
  • Opportunity created — timeframe for when the opportunity was created:
    • All time (default)
    • Last 30 days
    • Last 90 days
    • Last 12 months
  • Only include opportunities created after account linking — excludes opportunities created before the account was linked to a ShiftUp plan. Use this to attribute pipeline created after ShiftUp adoption.
  • Include closed-won opportunities — adds closed-won opportunities to the total. Off by default.
The card’s description updates to reflect the current filter selection, for example: “Open and closed-won opportunity value created in the last 90 days and on or after account linking.”

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Timeframe limits

The Total pipeline in ShiftUp accounts card evaluates up to 10,000 opportunities. If your selected filters exceed that bound, the card displays:
Too much data to calculate for this timeframe. Choose a shorter timeframe using this card’s filter.
Open the card’s filter and pick a shorter Opportunity created window (for example, Last 90 days or Last 30 days) to bring the result set within the limit.

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Source reports

Each metric card links out to the Salesforce report it summarizes:
  • Active pipeline value — AI_Active_Pipeline_Value_by_Account
  • Total pipeline in ShiftUp accounts — AI_Pipeline_Influenced_by_ShiftUp
Both reports use an Amount > 0 criterion, matching what the dashboard cards count. When your card-level filters diverge from the source report — for example, you enable Include closed-won opportunities or narrow the timeframe — the card shows a notice so you understand why the dashboard total and the Salesforce report total may not match.