The Open Prospects Snapshot

The Open Prospects snapshot is a portlet item that shows open prospects during a selected time frame. Prospects are considered open when they are assigned a status with a probability between 0% and 100%.

To see the Open Prospects snapshot:

  1. Click the Home tab.

  2. On the Key Performance Indicators portlet, click the Set Up icon.

  3. Click Add Standard KPIs and select Open Prospects

  4. Click the trend graph icon to display a customizable report which can be exported.

Related Topics

General Notices