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)
Which accounting system do you use?
icon-person 02 9299 9959 OR Call Sales

Massive 50% off 2nd Year. Pay by 30th Sept 2021.

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

 

 

 

 

 

 

 

First Name*:
Last Name*:
Email1*:
Phone (Work)*:
Is there anything else we can help you with:
192 queries in 1.254