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.

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.
Probability This field displays the probability of winning the contract, expressed as a percentage.