Account Journeys Dashboard: Pipeline and Revenue KPIs
The Journeys Dashboard includes two KPIs related to Opportunities located right below the Accounts by Stage chart:
Both of these KPIs sum the Opportunity $ Amount (or custom field defined by you) for Opportunities related to the Account List.
Pipeline KPI: The first KPI sums the Opp $ Amount based on the Opportunity Created Date in Salesforce within the time period. It's best used to calculate the Sales Pipeline created in the time period.
Revenue KPI: The second KPI sums the Opportunity $ Amount based on the Opportunity Close Date in Salesforce within the time period. It's best used to calculate the Revenue (or Bookings) within the time period.
Customizing the Opportunity Amount Field
Many organizations use a custom Opportunity Amount field to track the $ value of the Opps in Salesforce and you can customize the Dashboard to show your custom field by going to Settings --> Journey Analytics --> Opportunities --> Custom Opportunity Amount Field:
Additional Filters on Opportunities
Organizations often need to be able to add additional filters to the list of Opportunities used to calculate Pipeline or Revenue. For example, you may want to only include "New Business" opps, or exclude "Renewals" or add some other custom filter either to the Opp or the related Account.
You can add a filter to the Opportunities included in the Pipeline and Revenue KPIs by going to: Settings --> Journey Analytics --> Opportunity Filter