View opportunity records

Who can use this feature?

  • All users
  • Available on all plans

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. 

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