Understanding the Opportunity Dashboard

The opportunity list features a Dashboard view that, composed of cards, allows a more visual insight into your metrics. To view the dashboard, click the Dashboard button at the top of the opportunity list (to the left of the search field).

Most cards allow you to toggle between both a list and a graph format, and all allow you to filter and configure the data based on certain fields, such as Status, Category, Ownership, etc., as well as change the title of the card. You can add the individual cards to your dashboard via the Add Card drop-down in the upper-right corner of the page and then drag and drop them into a desired order. You can even add the same card more than once and apply various filters to view different sets of data. Any filters you apply are sticky unless you specifically remove the card from the dashboard.