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Opportunities by Status 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 Status card shows you opportunities divided by their current status, providing the total number of opportunities in each status, with their combined deal value and weighted deal value.

The Graph View shows you the percentage of opportunities by status. You can toggle the "Graphing data by" section to choose whether to view it by Deal Value or Weighted Deal Value.

Clicking the gear icon will allow you to filter by My Opportunities, All Opportunties, 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: