Opportunity Visualization
The Opportunity Visualization is a graphical representation of key metrics for your opportunities, such as estimated revenue, total expected compensation, and the number of days the opportunities have been open.
The Opportunity Visualization is available if your firm uses Vision Customer Relationship Management (CRM).
Options
The options you specify on the tabs of the Opportunity Visualization Options dialog box determine the contents of the visualization map, the grouping of the data, the colors used to represent metric values, and the metrics on which the sizes and colors of the blocks are based.
If you select multiple grouping, size, or color criteria, all of those criteria are available to you as you view the visualization map in the Visualization window. You can easily switch from one criterion to another to modify the focus of the map.
Security Considerations
Vision's security settings are by role. In the Roles form (Configuration > Security > Roles), your system administrator sets options that control your access to reports and report data.
The settings in the Roles form for record level access and report grouping access automatically apply to Visualization.
Multicompany
If your firm uses the Multicompany feature, a visualization map can include opportunities from any companies in your enterprise. It is not restricted to those for the active company. To generate a visualization for a single company, select Company as one of the record selection criteria.
Multicurrency
If your firm uses the Multicurrency feature, the visualization map displays all monetary amounts in the presentation currency you select on the General tab of the Opportunity Visualization Options dialog box.
When you compare amounts from a visualization map to equivalent amounts from an opportunity report, use the same presentation currency and exchange rate date for both the map and the report.
Currency Formatting
If you select a presentation currency that requires different currency formatting (currency symbol, currency code, digit grouping, and so on) than you have specified in the Regional Settings for Microsoft Windows, the visualization blocks display correctly, and the supporting monetary amounts shown on the visualization map are correct, but the formatting may not match what is specified in Vision for that currency. The same is true if you apply special currency or number formats for metrics on the Metrics tab of the Opportunity Visualization Options dialog box. Because of technical limitations in some cases, the Windows settings are applied instead of the formatting specified in Vision. If this occurs and it is important to have the correct formatting (because you are using the visualization map in a presentation, for example), temporarily change your Regional Settings in Windows to match the formatting you want for the visualization map.
Related Topics
- Display the Opportunity Visualization
The Opportunity Visualization is a visualization report. - Opportunity Visualization General Tab
Use the General tab to select options for the Opportunity Visualization and to save sets of options for reuse. - Opportunity Visualization Grouping Tab
Use the Grouping tab to select the grouping categories that you want to use to group data on the visualization map. - Opportunity Visualization Metrics Tab
Use the Metrics tab to select the metrics for a visualization map and to specify the attributes of those metrics. - Opportunity Visualization Drill Down Reports Tab
Use the Drill Down Reports tab of the Opportunity Visualization Options dialog box to select up to five reports to which you want to drill down from the visualization map. When you right-click in a block on the visualization map, the pop-menu displays these reports as menu options. Click the report you want, and Vision displays a drill-down version of that report in a separate window.