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.
BIG PICTURE
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
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Filters
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All Closed Opportunities
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Sales Stage = Closed/Won
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All Large Opportunities
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Revenue greater than 100,000
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All Opportunities
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All opportunities to which you have visibility
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All Recently Created Opportunities
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All opportunities to which you have visibility, sorted by the created date
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All Recently Modified Opportunities
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All opportunities to which you have visibility, sorted by the modified date
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My Forecasted Opportunities
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Forecast check box is selected
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My Opportunities
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All opportunities with your name in the Owner field
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My Top Opportunities
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All opportunities that you own with Priority = High
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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:
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.
SHOW ME
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
- On the Opportunity Homepage, click the Edit Layout link.
- On the Opportunity Homepage Layout page, use the directional arrows to add or remove sections and to organize the sections on the page.
- Click Save.
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