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Using the Opportunity Dashboard

Question & Answer


Question

Using the Opportunity Dashboard

Answer

Using the Opportunity Dashboard

TheOpportunity home page provides a Dashboard panel that enablesyou to view important information about your opportunities.

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

  • Recently Modified: This displays a maximum of 10of your most recently modified entities such as opportunities orquotes. The entities are displayed in the order of the modificationtime with the most recently modified entity at the top of the list.
  • New Product Releases: This displays a maximum of25 products that have been added to the product catalog in the currentmonth.
  • Expiring Products: This displays a maximum of 25products whose effective end date falls within the current month.
  • My Qualified Opportunities: This displays a maximumof 25 of your opportunities which you have not yet started workingon.
  • My Opportunities: This displays a maximum of 25of your opportunities which you are currently working on.
  • Recently Modified Opportunities: This displaysa maximum of 10 of your most recently modified opportunities. Theopportunities are displayed in the order of the modification timewith the most recently modified opportunity at the top of the list.
  • Probability of Success: This displays a bar graphwith different lengths representing the open opportunities that havebeen grouped based on their probability of success (in %). Each barin the graph represents the probability of success (in %) for a particularrange and the length of the bar represents the number of opportunitieswith the probability of success (in %) falling within that range.

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

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

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Document Information

Modified date:
08 December 2018

UID

ibm10760757