Fields and Options
These help topics provide descriptions of individual fields and options on the lists, charts, and dialog boxes in the Dashboard area.
Tabs, Forms, and Dialog Boxes
To display field and option descriptions, click the name of the tab, form, report, or dialog box in this list.
- My Opportunities List
The My Opportunities list in the Dashboard area provides you a quick way to review the opportunities with which you are associated. The list contains all active opportunities for which you are listed as a team member on the Team grid in the Opportunities area. - My Touchpoints List
The My Touchpoints list enables you to efficiently scan your upcoming touchpoints. - Pipeline Chart
The Pipeline chart in the Dashboard area provides a summary view of revenue for the opportunities in your pipeline. For each dimension value on the vertical axis, the chart displays estimated and weighted revenue amounts in separate bars. - Pipeline Settings Dialog Box
Use the Pipeline Settings dialog box in the Dashboard area to select the opportunities that you want to include on the Pipeline chart. You select opportunities by selecting the stages that you want to include in your pipeline.
Parent Topic: Dashboard