The Opportunity Overview highlights the amount and number of won opportunities compared to what’s been forecasted. It also shows the number of won opportunities versus the number of lost opportunities. The Opportunity Details table at the bottom displays key information about all of your opportunities and is exportable via .CSV Excel file. Filters included are:
- Expected Close Date – Determine the time range of when opportunities have closed or are expected to close
- Forecast Stage – Choose one or multiple stages to filter your opportunity information
- Owner – Choose one or multiple users to filter on