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Opportunities Requiring Action 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 Requiring Action card shows you a list of opportunities that are still open after their expected close date or have been inactive (i.e., the record has not been edited) for at least 30 days.

Clicking on the gear icon allows you to filter this card based on My Opportunities, All Opportunities, Department, User, Date Added, Effective Date, 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: