Viewing your organization’s open opportunities is nice. Understanding which opportunities are closest to being won and which bring the most value to your organization is awesome. This report brings insight into all of your open opportunities. The Top Five Open Opportunities allows you to focus on closing the most valuable opportunities for your company. Open Opportunities by Source lets you see which of your opportunity sources are most effective. Open Opportunities by Forecast Stage shows you how close each opportunity is to closing. The Opportunity Detail table at the bottom highlights key information about your open opportunities and is exportable via .CSV Excel file. Filters included are:
- Expected Close Date – See all open opportunities that are expected to close within a specified time frame
- Owner – See all open opportunities for one or multiple users
