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?

On your workspace, click Add widget. The Widgets page will be displayed.
Under the CRM tab on the left, click Accounts by highest expected revenue from opportunities. The widget editor page will be displayed.
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.
At Sales cycle, type or select the sales cycle ID to view the opportunities that are linked to the sales cycle selected.
Define other properties and layout of the report.
Click Save.

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

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

How do I resize the widget?

Hover your mouse over the widget.
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?

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

Buttons

Fields

Properties section

This section is displayed when adding a widget to your workspace, or when you are editing the properties and layout of the widget.

Title

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.

Sales cycle

Type or select a sales cycle to display opportunities that are applying the sales cycle process. This is mandatory.

Owner

Type or select a person to display opportunities that are owned by the person.

Project

Type or select a project to display opportunities that are linked to the project.

Source

Select a source to display opportunities that originate from or are a result of the source.

Group

Select a group to display opportunities that are linked to the group division.

Division

Type or select a division to display opportunities that are linked to the division.

Cost center group

Type or select a cost center group to display opportunities that are linked to the cost center group.

Cost centre

Type or select a cost center to display opportunities that are linked to the cost center.

Start date

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.

End date

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.

Page size

Type the page size for the number of rows that will be displayed.

Layout section