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.
Contents
| Field | Description |
|---|
| Opportunity name
|
This field displays the name of the opportunity.
Click the opportunity name to display a tooltip containing opportunity information: opportunity type, estimated revenue, probability of winning, date opened or closed, status, and stage. Click
More in the tooltip to display the full opportunity record on a separate browser tab.
|
| Primary client
|
This field displays the primary client for the opportunity.
|
| Estimated revenue
|
This field displays the total estimated revenue that you expect to earn if the opportunity results in an awarded contract.
|
| Currency
|
If your firm uses the Multicurrency feature in
Vision, this field displays the currency code and description associated with the opportunity.
If your firm does not use the Multicurrency feature, this field is not available.
|
| Probability
|
This field displays the probability of winning the contract, expressed as a percentage.
|
