Opportunity and Tracking (INSIGHTS)

Overview

Updated 01/19/2023

This detailed report is intended to mimic the Opportunities Tab under Managing Companies in Bold.

Note: Users for Business Intelligence prior to 2022, please contact your Account Manager.

• Click here to go to the Sales Folder (list of Dashboards)

Click on the links below for more information: Set up Admin & Users (INSIGHTS) List of Dashboards/Reports (INSIGHTS) Terms and Filters (INSIGHTS) Filtering with Dashboard & Widgets (INSIGHTS) Interacting with Dashboard & Widgets (INSIGHTS) Downloading and Printing (INSIGHTS) List of Standard Reports List of Business Intelligence (BI) Reports If you don't have access to INSIGHTS, please reach out to your Account Manager.

CHAPTERS Legend Landing Page Dashboard Locating the INSIGHTS Dashboard Logic Filter Options Graphs/Widgets Opportunity and Tracking Field Details

Legend

Landing Page

Dashboard

Locating the INSIGHTS Dashboard

1. Click on the Analyze Tab
2. Click on Insights
3. Click on the Sales Folder
4. Click on the Opportunity and Tracking Dashboard
   Click here for information on setting up INSIGHTS Admin & Users

Logic

Sentence below Logic should be - This detailed report is intended to mimic the Opportunities Tab under Managing Companies in Bold.

• Click here to go to the Field Details section

Filter Options

	Filter Name	Options	Description
	Employer	All available Employers/Suppliers Company	This is the Division the office relates to and is the FEIN/supplier in Classic Avionté
	Region	All available Regions/Suppliers Company	The office belongs to and can see that in the System Settings.
	Office	All available Offices/Branches Company	This is the branches in Classic Avionté
	Company	All available Company/Customers	This is the customer in Classic Avionté
	Industry		All available Company Industries, as from the "Company Profile" setup from link below Click here for information on Company Industries
	Owner		Owner or User who enters the Opportunity
	Pipeline		Number of unique pipeline records
	Opp Created Year		"Year" related to "Opportunity Created Date"
	Opp Created Quarter		"Quarter" related to "Opportunity Created Date"
	Opp Created Month		"Month" related to "Opportunity Created Date"
	Opp Created Week		"Week" related to "Opportunity Created Date"
	Opp Created Date		Opportunity Create Date

Graphs/Widgets

The entire Report is called a Dashboard. A Dashboard can have several Widgets, which are the individual Graphs, Charts, or Details. Below is an example of the Sales | Opportunity and Tracking Dashboard.

• Click here to go to the Sales Folder (list of Dashboards)

Opportunity and Tracking

Total Open Opportunities, Total Won Opportunities, Total Lost Opportunities, Total Opportunity Value, Total Activities

Opportunities By Created Date

Closed Opportunities By Owner

Top 10 and Bottom 10 - Open Opportunities

Opportunity Detail

Field Details

• Click here to go to the Sales Folder (list of Dashboards)
• Click here for more information on Terms and Filters (INSIGHTS)
• Click here for more information on System Terms (Glossary)

Field Name	Description	Located in Widget
Company	Name of the Company the job was created under.	Opportunity and Tracking
Create Date	Opportunity create date	Opportunity and Tracking
Employer	All available Employer / Suppliers.  This is the Division the office relates to and is the FEIN/supplier in Classic Avionté	Opportunity and Tracking
Office	All available Offices. Use this in filter to refine Office of Transaction.	Opportunity and Tracking
Opportunities (Total Open, Won, Lost, Value)	Listing of Open, Won, Lost and Value of Opportunities	Opportunity and Tracking
Owner	Owner or User who enters the opportunity	Opportunity and Tracking
Pipeline	Number of unique pipeline records	Opportunity and Tracking
Pipeline Count	Total count of all the pipelines	Opportunity and Tracking
Pipeline Name	Name assigned for a particular pipeline	Opportunity and Tracking
Region	All available Regions; Use this in filter to refine Region of Transaction.	Opportunity and Tracking
Total Activities	Count of total activities for a pipeline	Opportunity and Tracking