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

# Pipeline

Manage sales pipelines and revenue goals. Supports tracking opportunities through each stage of the sales process while monitoring progress toward projected revenue targets.

## Set Revenue Goal

<Steps>
  <Step title="Navigate to Pipeline">
    <Frame>
      <img src="https://mintcdn.com/bizbone/Vg-Yy3zlK3954ocy/images/BD-P-Nav.png?fit=max&auto=format&n=Vg-Yy3zlK3954ocy&q=85&s=ca1c22b38e3e53c2c5d9b903a5aad58a" alt="BD P Nav" width="1350" height="758" data-path="images/BD-P-Nav.png" />
    </Frame>
  </Step>

  <Step title="Select Set Revenue Goal">
    <Frame>
      <img src="https://mintcdn.com/bizbone/ucjb0UiAtHlFjGiT/images/BD-P-Set-Goal.png?fit=max&auto=format&n=ucjb0UiAtHlFjGiT&q=85&s=4249ebe1f5d2367e1512d5a97f21ea86" alt="BD P Set Goal" width="1350" height="758" data-path="images/BD-P-Set-Goal.png" />
    </Frame>
  </Step>

  <Step title="Select Edit">
    <Frame>
      <img src="https://mintcdn.com/bizbone/Vg-Yy3zlK3954ocy/images/BD-P-Edit.png?fit=max&auto=format&n=Vg-Yy3zlK3954ocy&q=85&s=e621eb21bdea8b1551705f06f68772f2" alt="BD P Edit" width="1350" height="988" data-path="images/BD-P-Edit.png" />
    </Frame>
  </Step>

  <Step title="Fill in the required information">
    Select **Save** to complete or **Cancel** to exit without saving changes. 
  </Step>
</Steps>

## View Pipeline

<Steps>
  <Step title="Select a fiscal year">
    <Frame>
      <img src="https://mintcdn.com/bizbone/Vg-Yy3zlK3954ocy/images/BD-P-Fiscal-Yr.png?fit=max&auto=format&n=Vg-Yy3zlK3954ocy&q=85&s=9ac4dfec4ee3950a5abdde96696bd2d8" alt="BD P Fiscal Yr" width="1350" height="786" data-path="images/BD-P-Fiscal-Yr.png" />
    </Frame>
  </Step>

  <Step title="Select view options">
    <Frame>
      <img src="https://mintcdn.com/bizbone/ucjb0UiAtHlFjGiT/images/BD-P-View.png?fit=max&auto=format&n=ucjb0UiAtHlFjGiT&q=85&s=8ad699db6db430f937798f20ec12f735" alt="BD P View" width="1350" height="786" data-path="images/BD-P-View.png" />
    </Frame>

    * \*\*Employee: \*\*View pipeline activity and opportunities associated with individual employees.
    * \*\*Company: \*\*View pipeline activity and opportunities grouped by company.
    * \*\*Sales: \*\*View the value or volume of sales opportunities in the pipeline.
    * \*\*Revenue: \*\*View the expected revenue generated from pipeline opportunities.
  </Step>
</Steps>