Opportunity Visualizations and the Info Center

The Opportunity Visualization is a graphical representation of key metrics for your opportunities, such as estimated revenue and total expected compensation. The visualization makes it easy for you to spot problem areas so that you can take corrective action.

The options that you specify on the tabs for the Opportunity Visualization determine the contents of the visualization map, the grouping of the data, the colors used to signify good health or trouble, and the metrics on which the sizing and colors of the blocks are based. The Opportunity Visualization is available if your firm uses Vision CRM.

See the Reporting help for information about visualizations in general and for details on project visualizations.