Data on my Landing page and Dashboard are mismatching
Table of Contents
Problem: When I log in to Aviso, I see deal values on the CHANGED DETAIL section on the Landing page, which are different from the deal values shown on the Dashboard.
Solution: The data on the landing page are extracted from the Dashboard page. Hence, data shown on the Landing and Dashboard pages are always the same. Perform the following steps to validate the data on the Landing page and Dashboard page:
- Log in to Aviso.
- The Landing page appears.
- Scroll down and go to CHANGED DETAIL section on the Landing page.
Select a time since when you want to see the change in deals value. For example, you may select Since Last Week. - Note the STARTING PIPE value and ENDING PIPE value shown in the CHANGED DETAIL section.
- From the left-hand side menu, click Dashboard to open the Dashboard page.
- Scroll down and go to DEAL CHANGES section.
You can also click DEALCHANGES from the top menu to go to the DEAL CHANGES section directly. - From the menu options, above DEAL CHANGES section, select a time since when you want to see the change in deals value.
For example, if you selected Since Last Week in step 3, select Since Last Week. - Note the PREVIOUS PIPE value and CURRENT PIPE value from the DEAL CHANGES section in the Dashboard.
Note
Your organization may have customized and renamed these columns. In that case, you can see different names.
The STARTING PIPE value you noted from the Landing page > CHANGED DETAIL section (in step 4) and PREVIOUS PIPE value from the Dashboard page
> DEAL CHANGES section (in step 8) are the same.
The ENDING PIPE value you noted from the Landing page > CHANGED DETAIL section (in step 4) and CURRENT PIPE value from the Dashboard page > DEAL CHANGES section (in step 8) are the same.
In this way, you can check the other values such as NEW PIPE, OWN, PULLED IN, INCREASE IN VALUE, LOST, PUSHED OUT, and DECREASE IN VALUE for
different time frames such as "Since Yesterday", "Since Last Week", "Since Beginning of the Month", and "Since Beginning of the Quarter".
If you want to review the deals associated with the Pushedout or Pulledin, Won, Lost, or Amount changes, you can navigate to the DEAL CHANGE DETAILS on the Dashboard page.