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Topic

    Hitesh Patel
    Opportunity 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, Infolets, Opportunity, Shared Reports 
    180 Views
    Title:
    Opportunity Dashboard
    Summary:
    Shows the Opportunities KPIs (infolets), Status break up, Trend and detail report
    Content:

    Business Use Case:

    Sales Manager-

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

    1. Opportunity Infolets
    2. Opportunity Type breakup
    3. Opportunity Trend
    4. Opportunities by owners
    5. Opportunity detail report showing Account, Opportunity status and revenue information

    for all the Opportunities owned by him or his subordinates

    Sales Representative-

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

    1. Opportunity Infolets
    2. Opportunity Type breakup
    3. Opportunity Trend
    4. Opportunities by owners
    5. Opportunity detail report showing Account, Opportunity status and revenue information

    for all the Opportunities owned by him. 

    How to deploy:

    1. Unarchive the Opportunities 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 “Opportunities Dashboard” under /Shared/Custom/Customer Relationship Management
    3. This folder contains 5 reports and 1 dashboard

     

    Implementation notes:

    1. The dashboard and the reports shows the data for Opportunities that are owned by the logged in user or the subordinates reporting into him (if any)
    2. The report shows the data for Opportunities created in current quarter. Please change the time filter to suit your requirements
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