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Opportunity Homepage

The Opportunity Homepage is the starting point for managing opportunities. This page contains several sections and displays opportunity information that is relevant to you. If your user role includes the Personalize Homepages privilege, you can add sections to the page and remove sections from the page.

In the standard application, the following sections are shown on your Opportunity Homepage:

Opportunity Lists Section

The Opportunity Lists section shows this information:

  • Opportunity Lists. The first 10 filtered lists. Filtered lists are subsets or groups of opportunities that allow you to limit the number of opportunities to work with at a time.

    The application comes with a set of standard lists. All standard lists are public and visible to everyone. You and your managers can create additional lists based on different criteria. These custom lists appear above the standard set of lists.

    If an already-created list does not appear on the Opportunity Homepage, click any list. Then, on the Opportunity List page, click the drop-down list to see all the available lists, and make your selection.

    The following table describes the standard lists.

    Opportunity List

    Filters

    All Closed Opportunities

    Sales Stage = Closed/Won

    All Large Opportunities

    Revenue greater than 100,000

    All Opportunities

    All opportunities to which you have visibility

    All Recently Created Opportunities

    All opportunities to which you have visibility, sorted by the created date

    All Recently Modified Opportunities

    All opportunities to which you have visibility, sorted by the modified date

    My Forecasted Opportunities

    Forecast check box is selected

    My Opportunities

    All opportunities with your name in the Owner field

    My Top Opportunities

    All opportunities that you own with Priority = High

    For information on creating these lists, see Tracking Partners and Competitors of Opportunities.

  • Manage Lists. This link takes you to the page where you can review all available filtered lists, create a new list, or view, edit, or delete an existing list. The Manage Lists page also includes the standard lists delivered with CRM On Demand. These lists are view-only; therefore you cannot edit or delete them.

My Recently Viewed Opportunities Section

The My Recently Viewed Opportunities section shows this information:

  • My Recently Viewed Opportunities list. List of your most recently viewed opportunities.
  • Show Full List. Link for expanding the filtered opportunity list.

My Open Opportunity Related Tasks Section

The My Open Opportunity Related Tasks section shows this information:

  • Opportunity-Related Tasks. Tasks with an associated opportunity.

    NOTE: If you create a task in this section without a linked opportunity, the task does not appear in this section.

  • Due Date. Date task is due as set by you or your manager.
  • Arrow symbol. Priority for tasks as set by you or your manager. An upward pointing red arrow indicates high priority, a downward pointing green arrow indicates low priority, and no arrow indicates medium priority.
  • Subject. Title of task. Click the link to review the task.
  • Opportunity. Opportunity associated with the task.
  • Show Full List. Link for expanding the list of opportunity activities.

Pipeline Analysis for Current Quarter Chart Section

Your company administrator can change the analysis shown in this section. In the standard application, the Pipeline Analysis section shows a quarterly analysis of the pipeline in a chart format, which can help to identify opportunities and challenges.

In this section, you can place your pointer on the chart to see specific information, click a segment to review a detailed report, or change the categories in the drop-down lists to view different opportunity and revenue analysis reports. For example, you can generate an analysis that shows the number of Opportunities by Region.

Other Sections

If your user role includes the Personalize Homepages privilege, you can add some or all of the following sections to your Opportunity Homepage:

  • My Recently Created Opportunities
  • My Recently Modified Opportunities
  • Recently Created Opportunity
  • Recently Modified Opportunity
  • My Current Opportunity Related Tasks
  • Opportunity Tasks

To add sections to your Opportunity Homepage

  1. On the Opportunity Homepage, click the Edit Layout link.
  2. On the Opportunity Homepage Layout page, use the directional arrows to add or remove sections and to organize the sections on the page.
  3. Click Save.

Published 05/11/2007