Documentation Home »User Guide: Business Intelligence »Dashboards and Widgets »Opportunities by Status
3.0 version
You are currently viewing documentation for version 3.0 which is not a long-term support release. The latest long-term support release is version 1.6

Opportunities by Status

The Opportunities by Status widget displays the breakdown of opportunities by status in a form of a bar chart.

../../../_images/opp_by_status.png

Note

For how to add widgets to the dashboard and manage them, see the relevant topics:

Opportunities by Status Widget Configuration

You can adjust the following settings for the opportunities by status widget:

  • Widget title — the name displayed on the dashboard. To change the name, clear the Use Default check box and provide a new name.
  • Business unit — select the business unit to present statistics for.
  • Role — select the user’s role (e.g. a sales manager, an administrator, a leads development rep, etc.) to see statistics for.
  • Owner — select the owner for the widget to see statistics for a certain user.
  • Date Range — the time for which the widget details are displayed.
  • Excluded Statuses — select what status the widget should not display (e.g. Closed Won).
  • Display data — choose which data to display on the chart. The count shows the number of opportunities in a particular status, and amount displays their total budget.
  • Territories — if sales territories are enabled in your system, you can view opportunities filtered within one or several specific territories.
../../../_images/opp_by_status_config.png

You can select whether to display opportunities amount or count, as well as select the necessary data range, role, owner, etc.

Browse maintained versions:
3.01.6

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