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Analyzing Opportunities with Charts

You can analyze opportunities using a variety of different chart formats including pie charts and bar charts. Opportunities at all stages can be viewed as charts. This includes definite, lost/turndown, canceled, T1/T2, prospect, actualized, recurring and host/affiliate opportunities.

This task is a step in Process of Capturing Hospitality Opportunities.

To analyze opportunities with charts

1. Navigate to the Opportunities screen, then the List view.
2. In the Opportunities list, query for the opportunities to analyze in a chart.
3. Click the Opportunity Charts link.
4. In the Select Chart drop-down list, select the chart type to view.
5. In the Chart Format drop-down list, select the format in which to view the analysis.

   The chart appears in the format that you selected.