No. of Users / People *
Business Phase (You are able to select more than one option)
Where are Staff:
Aims (You are able to select more than one option)
CRM Integration (You are able to select more than one option)
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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.

Applying a filter to see available Opportunity Dashboards












Viewing an Opportunity Dashboard








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