Opportunities at a Glance 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.

The Opportunities at a Glance card shows you the total number of opportunities in your corporation, as well as the collective deal and weighted deal value for those that are active (i.e., not closed).

In this card:

Total Opportunities = Total number of opportunity records in your corporation, regardless of status.
Total Deal Value = Total deal value of opportunities that are either Active or Closed-Won.
Total Weighted Deal Value = Total weighted deal value of opportunities that are in any status other than Closed-Lost or Closed.
Active = any status other than Closed-Won, Closed-Lost, or Closed.
Won = Closed-Won
Lost = Closed-Lost

Clicking on the gear icon allows you to filter this card based on My Opportunities, All Opportunities, Department, User, Date Added, Expected Close Date, Client Company, Category or Business Sector.

For more information on the Dashboards: Understanding Dashboard Cards

Check out the other dashboard cards available for Opportunities: