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Snapshot Dashboard Card
This card is located in the Opportunity List Slideout.
The Snapshot card appears on the slide-out tab accessed via the Opportunity list view using the binoculars. This card displays information pertaining to the Opportunity that is accessed using the slide-out.
- Probability of Win % is controlled via the System Setting opportunityStatusProbabilityToClose. Additional information on this System Setting can be found in Understanding Bullhorn System Settings, within the Overview section.
- The Weighted Deal Value is calculated by multiplying the Deal Value by the Probability of Win %.
Related
For more information on the Dashboards: Understanding Dashboard Cards
Check out the other dashboard cards available for Opportunities:
- Opportunities by Status Dashboard Card
- Opportunities by Department Dashboard Card
- Opportunities Added Dashboard Card
- Opportunities by Reason Closed Dashboard Card
- Opportunities by Owner Dashboard Card
- Opportunities by Lead Source Dashboard Card
- Opportunities by Company Dashboard Card
- Opportunities by Business Sector Dashboard Card
- Opportunities by Category Dashboard Card
- Opportunities Requiring Action Dashboard Card
- Opportunities at a Glance Dashboard Card
- Win Rate Dashboard Card
- Pipeline Velocity Dashboard Card
- Opportunity Aging Dashboard Card
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