Editions Available: Enterprise Audience: All Users

Opportunities by Department 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 by Department card shows you opportunities divided by the department associated with their owner, providing the total number of each, with their combined deal value and weighted deal value.

The Graph View shows you a pie chart of the combined Deal Value or Weighted Deal Value per department.

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: