View Opportunities with Dashboards
Aside from the different view options available, you can also utilise several of the standard Dashboards that are available in CRM – go to Reporting>Dashboards and select from the following options:
- Opportunity Summary
- Opportunities Won
- Opportunity Success Rate
- My Team Opportunities
- My Opportunities
Once you have chosen Show Dashboard, it will open in a new tab – you then have multiple ways to filter what is displayed.