Define number of deals in pipeline

In the sales pipeline views and gadgets, the “number of deals in pipeline” is an aggregate count of open opportunities that meet the gadget or chart’s filters (typically based on close date and status), not a simple count of all opportunity records.

In Business Contact Manager’s Sales Pipeline gadget, for example:

• The pipeline is an aggregate view of open sales opportunities based on a close date.
• Each bar can represent the number of opportunities, potential revenue, or gross margin for that time frame.
• The gadget can be configured (via Options) to show:
  • Number of opportunities
  • Revenue (Expected, Total, or both)
  • Gross margin (Expected, Total, or both)

Because of this, the “number of deals in pipeline” can differ from the total number of opportunities in the system when:

1. Only open opportunities are included (closed won/lost are excluded).
2. Only opportunities within the selected time frame (week, month, quarter, or specific close-date range) are counted.
3. Filters such as Assigned To (specific seller) are applied.

It is not limited to opportunities that have a dollar amount; rather, the count is driven by the gadget’s filters and configuration. However, when the gadget is configured to show revenue or gross margin, only opportunities with those values contribute to those specific metrics, even though the “number of opportunities” metric still counts all qualifying open opportunities.

In Dynamics 365 Sales pipeline charts, a similar principle applies: the chart visualizes the value of opportunities in each pipeline phase, based on the current business process flow stage and associated filters, so the pipeline count can differ from a raw total of all opportunities.

References:

• Use the sales pipeline and sales funnel gadgets
• Understand the sales pipeline chart and its phases