Business Development Dashboard

The Business Development dashboard allows you to monitor forecasts and results for your opportunities. With this information, you can view past and future business performance to drive an area of the business in the right direction and achieve revenue goals.

Note: Opportunities are displayed based on the staff, manager, or administrator authorizations.

These topics provide information relevant to this dashboard. To read more about how to use a dashboard, see Dashboards.

To view related items for a visualizer, click the Related Items button or click the right mouse button on a stacked column in a visualizer and then select the related item from the context menu. Additional, detailed information will display in a separate tab.

The dashboard contains the following tabs: