Gain insights with dashboards

In the sales overview you will see an overview of all opportunities in one place. You can easily find open opportunities, best customers by estimated value, opportunities and their process stage by owners etc. To learn more about the dashboard, see Dashboards.

Where to find sales dashboards

Dashboards are in the sitemap as Sales Overview in dashboards group.

What you can find on dashboards

Your open opportunities
Here you will find all your open opportunities. You can create new opportunities with the + New button. You can edit an opportunity by highlighting the line and pressing the Edit button. The table works as a subgrid, if you want to know more go to the Subgrid page.

Estimated value by stage in current quarter

Top customers by estimated value of all open opportunities

Opportunities by owner and stage in current quarter