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Opportunities by Reason Closed 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 Reason Closed card shows you all opportunities divided by their reason closed, providing the total number of opportunities with each reason, with their combined deal value and weighted deal value.

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

Clicking on the gear icon allows you to filter this card by My Opportunities, All Opportunities, Department, User, 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: