Presentation
List of all your opportunities.
For each opportunity, you can see:
- Opportunity description
- Opportunity Owner
- Account
- Opportunity Type
- Opportunity Stage
The horizontal bar shows Total Opp. Amount colored by the status of the opportunity (Won/Lost/Open).
The Gantt chart is colored by Opportunity Type.
Filter on Date
This data visualization comes with a filter on the Date value. This feature enables you to focus on the period you are interested in.
You can filter dates at multiple levels: Day, Week, Month, Quarter or Year.
Filter your data
This data visualization comes with four top filters:
In your Pipeline / Opportunities (expert) dashboard, you will be able to filter on:
- AccountCustomer/Prospect
- Opportunity OwnerOwner of the opportunity
- Opportunity TypeType of Opportunity
- Opportunity StageOpportunity Stage (according to your standards)
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