The Opportunities dashboard provides a comprehensive view of the sales opportunities within your organization. This structured overview of your opportunities empowers you to monitor performance, optimize the pipeline, and maintain data quality for better decision-making.
Before you start
Dashboard overview
The widgets at the top of the dashboard provide a quick overview of key metrics related to your opportunities. Each tile highlights a specific aspect of the opportunity pipeline:
Won Amount - displays the total value of opportunities that have been successfully closed as won.
Open Amount - represents the total value of active opportunities still in progress.
Lost Amount - shows the total value of opportunities that were lost.
Total Amount - summarizes the combined value of all opportunities, regardless of status.
Total Opportunities - counts the total number of opportunities in the pipeline.
Won Opportunities - indicates the total number of opportunities marked as won.
Open Opportunities - displays the total number of active opportunities still in progress.
Lost Opportunities - counts the total number of opportunities marked as lost.
Probability Amount - calculates the probabilistic deal size for open opportunities (probability below 100%), calculated by multiplying the deal size by the probability percentage.
Conversion Rate - calculates the percentage of opportunities marked as Won (100% probability) out of the total number of opportunities created within the specified time period.
Opportunity Amounts by Status and Creation Month
This chart breaks down the value of opportunities by their status (e.g., won, open, lost) and the month they were created.
Sales Funnel
This chart visualizes the progression of opportunities through different stages of the sales pipeline.
Number of Opportunities by Status
This chart shows the total number of opportunities for each status, offering a snapshot of pipeline distribution.
Number of Opportunities by Status and Creation Month
This chart shows the total number of opportunities in each status, broken down by the month in which they were created.
Opportunities by Location
This chart tracks the total number of opportunities and the total deal size across all selected locations.
Top 15 Customers by Opportunities Amount
This chart highlights the top customers ranked by the total value of opportunities.
Pipeline Health Metrics
The scorecards in this section flag potential issues in your pipeline, helping ensure data completeness and accuracy:
No Opportunity Status - flags opportunities that are missing a status designation.
No Deal Size Amount - highlights opportunities where the deal size has not been recorded.
Blank Probability - identifies opportunities that do not have an assigned probability of being won.
No Member Count - flags opportunities where the company size has not been recorded.