Opportunity Statistics

The Opportunity Statistics widget displays a set of metrics that indicate performance of the opportunity pipeline.

Note

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

• Add Widgets to the Dashboard
• Manage Widgets on the Dashboard

Opportunity Statistics Configuration

You can adjust the following settings for the opportunity statistics 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 — time for which the widget details are displayed.
• Compare with previous period — tick this option if you wish to compare statistics for the current and the previous periods and see it displayed in the dashboard widget.
• Advanced Filter — set the conditions if you wish to filter your opportunities.
• Choose Metrics — select what data the widget will display:
  • New Opportunities count
  • New Opportunities amount
  • Won Opportunities to date
  • Won Opportunities to date amount
• Territories — if sales territory are enabled in your system, you can view opportunities filtered within one or several specific territories.