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.
Date Filters
The Opportunities Dashboard displays the Start and End Date at the top of the page with the following view options:
- Current Year
- Last Year
- Current Fiscal Year
- Last Fiscal Year
- Current Quarter
- Last Quarter
- Current Month
- Last Month
Click the time period that you want to display for the dashboard.
Opportunities Information
Located beneath the Start Date and End Date are four boxes that display the Solicited Amount, Committed Amount, Balance, and the Number of Opportunities for the applied date range.
Created Opportunites
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.
- Committed vs Donations - Displays the Committed Amount and the Donations with the legend displaying the Committed Amount in green and the Donations in purple.
- Yearly Solicited Amount - Displays the total Solicited Amount.