Click , and then click the desired workspace.
You can add this widget to your workspace to display a report of opportunities with the Undecided status, according to planned amount per account. This report displays the account names that are linked to undecided opportunities and the respective total planned amount for the opportunities per account. The accounts that are linked to undecided opportunities are listed in descending order of the total planned amounts (from the largest value to the smallest value) per account.
To view or update the account information, click the account name in the Account: Account / Opportunity: Deal column. To view a list of undecided opportunities linked to an account, click the planned amount in the Undecided column. Click the relevant opportunity code in the opportunity search page to view or update the opportunity information. Click the total planned amount at the bottom of the Undecided column to view the opportunity search page with a list of all opportunities that are linked to the accounts in this report.
All users can access this screen.
Note:
The information in this document is applicable to product update 258 and higher. If you have versions lower than this, certain features explained here will not be applicable.
Click this to update the report according to the defined criteria.
Note: This is available when viewing the widget on your workspace.
Click this to cancel the changes made to the properties and/or layout of the widget.
Note: This is available when adding a widget to your workspace, or when modifying the properties and layout of the widget via the widget editor page.
Click this to save the changes made to the properties and/or layout of the widget.
This section is displayed when adding a widget to your workspace, or when you are editing the properties and layout of the widget.
Type the title to be displayed at the header of the widget. If no title is provided upon saving, the header of the widget will display Opportunities by due date by default.
Type or select a sales cycle to display opportunities that are applying the sales cycle process. This is mandatory.
Type or select a person to display opportunities that are owned by the person.
Type or select a project to display opportunities that are linked to the project.
Select a source to display opportunities that originate from or are a result of the source.
Select a group to display opportunities that are linked to the group division.
Type or select a division to display opportunities that are linked to the division.
Type or select a cost center group to display opportunities that are linked to the cost center group.
Type or select a cost center to display opportunities that are linked to the cost center.
Select a date or a date range to display the report for the opportunities that are planned to start on or after the dates. If you select a start date only, opportunities which are registered starting from that date are displayed. You can select a type of date range from which the system will automatically generate the exact dates for the selected period such as <All>, This year, This quarter, This month, This week, Today, Yesterday, Last days: 7, Last days: 30, Last days: 90, Last days 365. Click or to decrease or increase the dates for the selected range.
Select a date or a date range to display the report for the opportunities that are still open on or before the dates. If you select an end date only, opportunities which are still open before the date are displayed. You can select a type of date range from which the system will automatically generate the exact dates for the selected period such as <All>, This year, This quarter, This month, This week, Today, Yesterday, Last days: 7, Last days: 30, Last days: 90, Last days 365. Click or to decrease or increase the dates for the selected range.
Type the page size for the number of rows that will be displayed.
Select the Show check box to display the header of the report on the workspace.
Select the preferred option to specify the color theme of the widget.
Select the Show check box to display the widget with a border. If this check box is not selected, the widget will be displayed on your workspace without a border. The border will only be displayed when you hover your mouse over the widget.