Opportunity Statistics

You can use Opportunity Statistics to view opportunity information at a glance. You can view opportunity statistics for a group of opportunities, or you can select individual opportunities from the Opportunity List view. You can also export opportunities to Excel or view opportunity reports.

If Multi-Currency is configured, you can choose to display the opportunity information using the opportunity currency type or your currency type. Select the Display using "My Currency" check box to display opportunity information using the currency type you selected in your user options.

To open Opportunity Statistics

  1. On the Navigation Bar, click the Opportunities button.
  2. On the Opportunities menu, select Opportunity Statistics.

If the group you selected has more than 250 records, you may receive a warning message. Click OK to close the message, and then select a group with fewer records.

To view opportunity reports

  1. Click the Reports drop-down arrow.
  2. Select the report you would like to view from the drop-down list.

To open the Update Opportunities dialog box

The Update Opportunities dialog box opens.

Related Topics

Opportunities Overview

Export Group

 

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