The Opportunities page allows you to view all opportunities related to your scored accounts. You can view opportunities in list view or detail view.

Opportunities list view

See opportunities in a tabular format; each row in the table represents a unique record.

• Use search to find a particular record
• Use filters to narrow the results in the table
• Sort columns to change the order of data shown in the table
  • Name
  • Amount
  • Account
  • Status
  • Stage
  • Closed Date
• Hover over the user name to open the detail view

Summary statistics

The summary area displays aggregate values and change for the following:

• Total opportunities: Number of opportunities for scored accounts
• Open renewal opportunities: Number of accounts that have a renewal date within the account renewal window (default is 90 days)
• Open expansion opportunities: Number of accounts that have an open opportunity type that includes expansion

Change (increase/decrease) is calculated using a rolling time window (default is 30 days).

Opportunity detail view

The Opportunity detail view displays information related to a single user record.