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View Opportunities with Dashboards

Aside from the different view options available, we have a range of Dashboards that are available in CRM:

  • Opportunity Summary
  • Opportunities Won
  • Opportunity Success Rate
  • My Team Opportunities
  • My Opportunities

These can be accessed directly from the Opportunities area, or from Reporting >Dashboards.

Dashboards via Opportuniries

Click on the Dashboard icon at the top of the Opportunities page.

This will open the Dashboard view immediately.

You can quickly switch between different boards by making a selection in the dropdown list in the top right corner.

Dashboards via Reporting

Go to Reporting >Dashboards and filtering the Source column to locate the relevant dashboards.

Applying a filter to see available Opportunity Dashboards

Once you have chosen Show Dashboard, it will open in a new tab.

Viewing an Opportunity Dashboard

If you want to be able to quickly find a dashboard in future, you can click on the Add to Favourites button, which will make it available from Reporting > Favourites.

Changing the Dashboard date range

Click on the Date Range link in the top right corner.

Then select a new date range from the options and click on Apply to update.

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