Using the opportunity dashboard

The Opportunity home page provides a Dashboard panel that enables you to view important information about your opportunities.

You can configure the Dashboard to display the details that you want to see most often, by selecting the dashlets that you want displayed in the Dashboard panel. The following dashlets are provided out of the box:

  • Recently Modified: This displays a maximum of 10 of your most recently modified entities, such as opportunities or quotes. The entities are displayed in the order of the modification time, with the most recently modified entity at the top of the list.
  • New Product Releases: This displays a maximum of 25 products that have been added to the product catalog in the current month.
  • Expiring Products: This displays a maximum of 25 products whose effective end date falls within the current month.
  • My Qualified Opportunities: This displays a maximum of 25 of your opportunities which you have not yet started working on.
  • My Opportunities: This displays a maximum of 25 of your opportunities which you are currently working on.
  • Recently Modified Opportunities: This displays a maximum of 10 of your most recently modified opportunities. The opportunities are displayed in the order of the modification time, with the most recently modified opportunity at the top of the list.
  • Probability of Success: This displays a bar graph with different lengths representing the open opportunities that have been grouped based on their probability of success (in %). Each bar in the graph represents the probability of success (in %) for a particular range, and the length of the bar represents the number of opportunities with the probability of success (in %) falling within that range.

    When you move the pointer over a bar in the graph, you can view the number of opportunities represented by that bar and the total estimated amount that will be earned from the opportunities for an enterprise. This amount is displayed in the currency that is defined for the enterprise. If you have access to multiple enterprises, you can view the breakdown of the total estimated amount that will be earned from the opportunities for each of the enterprises.

  • Quotes Pending My Approval: This displays a maximum of 25 quotes that are pending your approval.