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Exact Synergy Enterprise   
 

Accounts by highest expected revenue from opportunities widget

Menu path

Click , and then click the desired workspace.

Introduction

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.

Roles and rights

All users can access this screen.

Note:

  • For more details on function rights, go to Modules ? System ? Setup ? Security ? Function rights.
  • For more details on roles, go to Modules ? System ? Setup ? Security ? Roles.

What version are you using?

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.

How do I add this widget to my workspace?

  1. On your workspace, click Add widget. The Widgets page will be displayed.
  2. Under the CRM tab on the left, click Accounts by highest expected revenue from opportunities. The widget editor page will be displayed.
  3. Under the Properties section, type the title of the widget at Title. If you have saved the widget without providing a title, Accounts by highest expected revenue from opportunities will be used as the title by default.
  4. At Sales cycle, type or select the sales cycle ID to view the opportunities that are linked to the sales cycle selected.
  5. Define other properties and layout of the report.
  6. Click Save.

How do I edit the properties and layout of the widget on my workspace?

  1. On the workspace, hover your mouse over the widget.
  2. Click .
  3. Make changes to the properties and/or layout settings.
  4. Then, click Save.

How do I resize the widget?

  1. Hover your mouse over the widget.
  2. Click and hold on to the icon, and the move your mouse to obtain the preferred size.

How do I remove this widget from my workspace?

  1. On the workspace, hover your mouse over the widget.
  2. Click .
  3. On the page displayed, click . A confirmation message will be displayed.
  4. Click Yes to remove the widget from your workspace.

Buttons

Fields

Related documents

     
 Main Category: Support Product Know How  Document Type: Online help main
 Category: On-line help files  Security  level: All - 0
 Sub category: Details  Document ID: 16.020.403
 Assortment:  Date: 02-12-2016
 Release: 240  Attachment:
 Disclaimer

Attachments
ESE-OH258-Accountsbyhighestexpectedrevenuefromoppwidget-final.docx 43.0 KB View Download