Skip to main content

Manage your dashboard

The Dashboard page is fully dedicated to your opportunities analytics.

Overview

Plan availability: Essential/Advanced
Required user role: Manager/Contributor

The dashboard helps you:

  • Gain a high-level overview and prioritize your company's opportunities.

  • Report on your opportunity pipeline.

Dashboard page overview.png

Access the dashboard

From the homepage favorite views

On the homepage, click the ellipsis icon next to the dashboard you want to visualize and select Show in Dashboard.

Dashboard page access from homepage.png

From the navigation bar

In the navigation bar, click the Dashboard menu entry.

Dashboard page nav bar.png

How to read the charts

Opportunities pipeline

This bar chart displays the number of opportunities for each stage of the workflow.

Dashboard page opportunities pipeline.png

The colors of each bar reflect the status of the opportunities for this specific stage.

  • Purple indicates Active opportunities.
  • Grey indicates On-Hold opportunities.
  • Green indicates Closed opportunities.
  • Red indicates Declined opportunities.
    You can hide declined opportunities to focus on the opportunities that require your attention.

Opportunities discovery

This chart indicates the number of opportunities created each month for a given period of time.

Dashboard_graph_2.png

Distribution

This chart allows you to view the distribution of the opportunities depending on the initiative they're in, their source, or their asset type. 

Dashboard page distribution.png

Priority-confidence matrix

This chart indicates both the priority and confidence level of the opportunities in your pipeline. You can hover over each bubble to see the number of opportunities contained in it. The bigger the bubble, the higher the number of opportunities contained in it, and vice versa.

You can read:

  • Horizontally: The confidence level from the left (very high confidence) to the right (very low confidence)
  • Vertically: The priority level from the bottom (very high priority) to the top (very low priority).

The order of each of these axes can be changed on the Administration page if you prefer to reverse the scales. You must be a Manager with a Business Admin role to perform this action.

Dashboard page priority confidence matrix.png

Apply filters

Quick filters

You can use the quick filters available at the top of the page to reach the information you're interested in with a single click. You can filter opportunities by:

  • Their opportunity type and stage, or status (Active, On-hold, Closed, Declined).
  • Specific criteria that you saved in your favorite or shared views

Dashboard page quick filters.png

Advanced Filters

You can apply more complex filters by clicking All filters and using the filter panel.

Dashboard page filters.png

Chart Filters

You can drill down the results by clicking specific bars or bubbles directly in the charts, and then clicking See results to display the list of related opportunities.

Dashboard page see resutls.png

View the Results

Click See results at the top right of the page to be taken to the list of opportunities that match the applied filters.

Export the Results

You can export the results for reporting purposes.

Click the ellipsis icon at the top right of the page and select Export opportunities to automatically download an Excel file containing the list of the selected opportunities.

Dashboard page export.png

Detailed dashboard user rights

Rights Manager Contributor
View dashboards
See results (list of opportunities)
Apply and save custom filters
Create favorite views (to appear on the homepage)
Use the search bar
Export opportunities
Was this article helpful?
1 out of 1 found this helpful
In this article

Other articles in this section

See more