Fields and Options
These help topics provide descriptions of individual fields and options on the lists, charts, and dialog boxes in the Dashboard area.
Related topics:
- My Opportunities List
The My Opportunities list in the Dashboard area provides you a quick way to review the opportunities with which you are associated. The list contains all active opportunities for which you are listed as a team member on the Team grid in the Opportunities area. - My Touchpoints List
The My Touchpoints list enables you to efficiently scan your upcoming touchpoints. - Pipeline Chart
The Pipeline chart in the Dashboard area provides a summary view of revenue for the opportunities in your pipeline. For each dimension value on the vertical axis, the chart displays estimated and weighted revenue amounts in separate bars. - Pipeline Settings Dialog Box
If your firm uses the Multicurrency feature in Vision, use the Pipeline Settings dialog box to select the currency in which you want to calculate and display pipeline amounts on the Pipeline chart in the Dashboard area of the Business Development workspace. - Custom Opportunity Search Dialog Box
If the standard searches (Active, All, and Mine) for locating and selecting opportunities are not satisfactory, use the Custom Opportunity Search dialog box to create a custom search. When you create a custom search, you have the option to save it so you can use it in the future without having to specify the search parameters again.
Parent Topic: Dashboard