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.
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.
Go to Reporting >Dashboards and filtering the Source column to locate the relevant dashboards.
Once you have chosen Show Dashboard, it will open in a new tab.
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.
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.