Opportunities by Company 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 a company has 0 opportunities associated with it, it will not be displayed.

The Opportunities by Company card shows you the number of opportunities associated with companies in your database, and calculates the combined deal value and weighted deal value for each. Totals for the number, deal value, and weighted deal value columns are also displayed.

The Graph View shows you a bar chart where the combined Deal Value or Weighted Deal Value is on the vertical axis and each Company is on the horizontal axis. You can choose whether to view Deal Value or Weighted Deal Value by clicking the link in the "Graphing data by" section.

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

For more information on the Dashboards: Understanding Dashboard Cards

Check out the other dashboard cards available for Opportunities: