My Studios: My Opportunities

The my opportunities widget displays active contract and direct opportunities where the current user is the account manager or recruiter.

  1. Filters and workflows available in the widget:

    • Select the Contract, Direct or All options to filter what Opportunities to view; the default is all.
    • Clicking the icon displays a window noting that the Sales Pipeline report has been replaced by a new Sales Pipeline report in Reporting and Analytics. For more information about this report, see Sales Pipeline.
    • Click on the first icon to launch the Close Opportunity workflow.
    • Click on the second icon to launch the Activate Opportunity workflow; this converts the Opportunity into a Job Order.
    • Click on theJob IDlink to view the record.
    • The stage represents the probability of close on the opportunity.

  2. The information displayed for the widget:

    • Job Title – the job name given when the Opportunity was created.
    • Stage – the probability of the Opportunity converting into a Job Order; the weighting bar below the stage text gives you a visual on progress to fulfillment.
    • EstClose – the date the Opportunity closes.
    • Type – whether the Opportunity is for Contract or Direct placement.

  3. Click on the question mark to view the Help Tip specific to the widget.

Data Conditions

Data Displayed

  • The current user is an account manager for the opportunity
  • If Contract is selected, entity role is Contract Job Opportunity
  • If Direct is selected, entity role is Direct Job Opportunity
  • If All is selected, entity roles are Contract and Direct Job Opportunities