The Opportunities Dashboard is a summarized view of information about your opportunities.
- Navigate to the Opportunities page and click Dashboard in the left-side menu.
Filters
Custom reporting filters can be applied to the opportunities dashboard. Filter Reports provides additional guidance on using filters. Filters can be reloaded and saved for repeated use.
Date Filter
The current year will be the default filter for dashboards. This can be changed by clicking the Created Date filter and applying a different date filter.
- Click the default date filter.
- Add the applicable Add Filter Created Date information, and then click Apply Report Filter.
Opportunities Information
Located beneath the filters are four boxes that display the Solicited Amount, Committed Amount, Balance, and the Number of Opportunities for the applied date range.
Created Opportunities
The Created Opportunities bar graph displays the Number of Opportunities, Committed Amount, and Solicited Amount for the applied date range. The legend above the bar graph displays the green bars as the Number of Opportunities, the green line as the Committed Amount, and the purple line as the Solicited Amount. Hover your cursor over the date bars to see the Number of Opportunities, Committed Amount, and Solicited Amount for that date.
Opportunities Information Graphs
Located at the bottom of the dashboard are two vertical bar graphs that display information for the applied date range.
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Committed vs Donations - Displays the committed amount and the donations with the legend displaying the committed amount in green and the donations in purple.
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Yearly Solicited Amount - Displays the total solicited amount.