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    Hitesh Patel
    Opportunity Breakdown Dashboard
    Topic posted October 6, 2017 by Hitesh PatelSilver Medal: 2,000+ Points, last edited September 14, 2018 by Hemal KapasiBronze Trophy: 5,000+ Points, tagged Dashboard, Opportunity, Shared Reports 
    154 Views
    Title:
    Opportunity Breakdown Dashboard
    Summary:
    Shows the Opportunities broken down by Industry, Sales Stage, Closing Quarter and State
    Content:

    Business Use Case:

    Sales Manager-
    Sales Manager needs to view the Opportunity Breakdown report for his team for the current quarter that shows -

    • Open, Closed and Lost Opportunity Revenue and their Count, 
    1. by Industry
    2. by Sales Stage
    3. by Closing quarter
    4. by State

    for all the Opportunities owned by him or his subordinates

    Sales Representative-

    Sales Representative needs to view the Opportunity Breakdown report for his team for the current quarter that shows -

    • Open, Closed and Lost Opportunity Revenue and their Count, 
    1. by Industry
    2. by Sales Stage
    3. by Closing quarter
    4. by State

    for all the Opportunities owned by him. 

    How to deploy:

    1. Unarchive the Opportunity Breakdown Dashboard.catalog file (attached with this post) in /Shared/Custom/Customer Relationship Management folder of your BI Catalog
      1. It is important that the above folder path is used to ensure that the dashboard and the content it refers is not broken
    2. This will create a new folder called “Opportunity Breakdown Dashboard” under /Shared/Custom/Customer Relationship Management
    3. This folder contains 1 reports and 1 dashboard

     

    Implementation notes:

    1. The data is shown for the Opportunities where the logged in user is the Owner or any of the subordinates are the owner of the Opportunity
    2. Ensure that you use the correct Sales Method while using this report (it is defaulted to Standard Sales Process)
    3. The Metrics are grouped using column selector such that it shows the revenue and the numbers by selecting appropriate value from the drop down
    4. The Opportunities by quarter shows quarterly data for the current year
    Image: