Select Opportunities to Include on the Pipeline Chart

You can select the opportunities included on in the chart data using standard searches (All, Active, and Mine) and custom searches. iAccess "remembers" your latest standard or custom search and applies it by default the next time you display the chart. Estimated and weighted revenue amounts for the selected opportunities are included on the Pipeline chart.

To select the opportunities to include on the Pipeline chart, complete the following steps:

1. In the Business Development workspace, click to go to the Dashboard area.
2. If the default standard search displayed next to the chart title is not the search you want, click that search name to display the drop-down list.

   To see the search criteria for the currently selected search in a tooltip, hover over the search name if the search is saved, or over Custom if it is not saved.

3. Do one of the following:
   • Click All to include all opportunities (both active and inactive).
   • Click Active to include only opportunities with the Active status.
   • Click Mine to include only opportunities with which you are associated as a team member.
   • Click a previously saved custom search to include the opportunities returned by that search.
   • If none of the three standard searches or the available custom searches is adequate, click Custom to create a new custom search.
4. If you selected Custom in the previous step and want to save the custom search so you can use it again in the future, enter a name for it in SEARCH NAME on the Custom Opportunities Search dialog box.

   If you do not want to save the search, you do not need to give it a name.

5. Click in RECORDS and do one of the following:
   • To limit the search to active opportunities only, click ACTIVE.
   • To include all opportunities (both active and inactive) in the search, click ALL.
   • To limit the search to opportunities for which you are a member of the team, click MINE. (You are on the team if you are listed as a team member for the record on the Team tab.)
6. Use the other fields on the dialog box to enter search values to further restrict the opportunities that the search returns.
   For many fields with drop-down lists, you can select multiple search values. For lookup fields, you can also do the following:

   • Type a single character in the field and select the STARTS WITH <character> option at the top of the drop-down list to search for opportunities with values in that field that start with the character you typed:

     

   • Type a string of characters and select the CONTAINS <characters> option at the top of the drop-down list to search for opportunities with values in that field that contain that string of characters:

     

   If you enter search parameters and then decide you want to clear all of them and start over, click x Clear All at the bottom of the dialog box.

   iAccess provides a default set of fields on this dialog box. However, if you need to select opportunities for the chart based on values in other fields, you can click + Add Field at the bottom of the dialog box to add a field to the dialog box. You can also delete fields from the dialog box that you never expect to use. To delete a field, hover over the field and click to the right of the field name. (If does not appear when you hover over a field, that field cannot be deleted.)

7. Do one of the following:
   • To save the search so you can use it again in the future and then perform the search, click Save.
   • To perform the search without saving it, click Apply.

   The Custom Opportunities Search dialog box closes, and the chart displays based on the selected records.