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.
  • 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