1. Marketing, Sales Force Automation, and Partners
  2. Sales Force Automation
  3. Opportunities and Estimates
  4. Analyzing Opportunities in Your Pipeline
  5. Opportunities on Your Dashboard

Opportunities on Your Dashboard

Opportunity reports and KPIs give you access to deals that your reps are pursuing. From your Dashboard, you can view custom search results, KPIs, and report snapshots that give you information about opportunities.

For example, Wolfe Electronics sales managers use the steps below to show the Opportunities Won key indicator, which shows deals that were won the previous day.

To show the Opportunities Won key indicator:

  1. On the Home tab, click Personalize Dashboard.

  2. In the Add Content pane, click Key Performance Indicators.

  3. In the Set Up Key Performance Indicators popup, click Add Standard KPIs.

  4. Select Opportunities Won, and then click Done.

  5. In the Range column, select yesterday.

  6. In the Employees column, select My Team.

  7. Check the box in the Compare column.

  8. In the Compare Range column select this month.

  9. Click Save.

When Wolfe sales reps log in each morning, they see how many opportunities closed yesterday compared to the total for the month.

Click any KPI or report snapshot for a detailed report that shows the information you're looking for. For example, when you click a date range on the Opportunities Won KPI, you see the Opportunities Won report. NetSuite filters the report to show the same date range as the KPI.

Saved searches provide another powerful tool that you can use to display information on your dashboard.

Wolfe Electronics sales managers use a saved search of opportunities to track open deals that are approaching their expected close dates. This lets them know which opportunities sales reps should be close to winning. The search results appear on their dashboards, so it's one of the first things they see when they log in to NetSuite.

To do this, first create the saved search.

To save an opportunities search:

  1. Go to Opportunities > Transactions > Opportunities > Search.

  2. Check the Use Advanced Search box.

  3. Click Create Saved Search.

  4. In the Search Title field, enter Opportunities to Close This Week.

  5. Check the Available as Dashboard View box.

  6. On the Criteria subtab, in the Filter column select Sales: Expected Close Date.

  7. In the popup, select within next one week, and click Set.

  8. In the Filter column, select Document Status.

  9. In the popup, hold CTRL, and select In Progress and Issued Estimate.

  10. Click Set.

  11. Click the Results subtab.

  12. Click Remove All.

  13. Click Add Multiple.

  14. Hold CTRL, and select Customer, Probability, Sales Rep, Projected Total and Days to Close.

  15. Click Add.

  16. Click Save.

Next, display the search results on the dashboard.

To show a list of opportunities on your dashboard:

  1. Go to Home, and click Personalize Dashboard.

  2. In the Add Content pane, under Standard Content, click Custom Search.

  3. In the Custom Search Portlet, click Set Up.

  4. In the Search field, select Opportunities to Close This Week.

  5. Click Save.

When the managers log in, they see a current list of opportunities that their sales reps expect to close during the next seven days. The managers review this information each morning with each of their sales reps.

Related Topics

General Notices