Description
Here we see 3 different widgets that give different perspectives on the open Opps in the system
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| Opps/Summary | Opps/Detail | Opps/Pipeline | Accounts | Leads | Issues | Marketing | Admin | Dashboard |
Points of Interest
- The Modified Opportunities widget shows the last 5 Opps that have been added or updated.
- The Open Opportunities Summary breaks down the open Opps by class, and groups them by "age group" (days since last update).
- The Opportunities Activity Summary shows that 20 new Opps were added in the last 30 days, with a combined Y1 value (one-time plus first year of recurring) of about $1.5M. In that same time, 50 Opps were closed, of which 14 were won for a total Y1 value of over $600K.
- Widgets can be minimized by clicking on the "window shade" arrow near the cursor.
