1. Verify that the Sales Pipeline dashboard is open.You must have the dashboard open to clip lenses to it.Note If nodashboard is open, Analytics creates a dashboard.
2. From the home page, open the Opportunities lens.
3. Group the data by Account Owner.
4. Click to clip the lens to thedashboard.
5. Change the Account Owner grouping to a Stage Name grouping.To change a grouping, click the grouping and then select the newgrouping.
6. Clip the lens to the dashboard.Now that you have both lenses clipped to the dashboard, let’s buildcharts based on them.
7. View the Sales Pipeline dashboard in the classic designer.
8. In the classic designer, click the chart widget, and then select the first clipped lensthat contains number of opportunities grouped by account owner.The chart shows of the results from the underlying query in theclipped lens.
9. Create another chart based on the other clipped lens—the onegrouped by stage name.The new chart widget shows how many opportunities are in eachstage.
10. Click to view the dashboard in presentationmode.