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Opportunities Added Dashboard Card

This card is located in Opportunity Dashboard and My Dashboards.

This card allows for multiple copies.

  • Examples:
    • I'm a manager and I would like to see one card for each of my team members.
    • I want to add cards for both this year and last year to compare.
Note: If you have yet to add any opportunity records, this card will remain blank.

The Opportunities Added card shows you all opportunities in your database, including the title, status, and age (e.g., how many days ago the record had a status change).

The Graph View shows you a line graph with the horizontal axis being the time range and the vertical axis being the number of opportunities added.

Clicking the gear icon will allow you to filter by My Opportunities, All Opportunities, User, or Department, as well as by Date Added, Expected Close Date, Effective Date, Status, Is Open, Lead Source, Client Company, Category or Business Sector.

Related

For more information on the Dashboards: Understanding Dashboard Cards

Check out the other dashboard cards available for Opportunities: