Reviewing Charts on the Home Page

On the home page, you can review the following charts:

• Sales Pipeline Phases. For each sales phase associated with opportunities, this chart shows its percent of the total revenue associated with all opportunities for which the date in the Close Date field is 90 days after the current date.

  The sales phases that appear in this chart are equivalent to the sales stages for opportunities. The sales methods for opportunities determine the sales stages for those opportunities.

• Number of Opportunities by Product. For each product, this chart shows the number of opportunities with an Open value in the Sales Stage field.

To review charts on the home page

• Tap Side Menu and then tap Home Page to display the home page.

  The charts appear on the home page.