Opportunity Dashboard

  • Updated

Introduction

The Opportunity Dashboard gives you an overview of a particular opportunity. 

opportunity_dashboard.png

The top section displays key information about the opportunity such as the Account Name, Owner, Type, Account Engagement Minutes, Amount, Stage, Probability, and Close Date. 

Admins can customize these fields in Settings > View Management > Configuration > Dashboards.

You can also view this opportunity in Salesforce, view the Account Dashboard, Take Action on this opportunity, or Manage the Account.

Highlights

The Highlights section displays the top people and activities for the account, sorted by engagement minutes. 

Highlights-_opportunities.png

If you want to restrict the results to only opportunity contact roles, you can toggle that on in the top right-hand corner. 

Timeline

The Timeline shows the key marketing and sales activities for this opportunity. 

Timeline-_opportunities.png

Demandbase automatically labels the important marketing activities with the highest number of engagement minutes on the chart. You can hover over a label to see more information on that activity. 

You can also see the opportunity stage transitions, as indicated by the crown icon. 

Journey and Opportunity Bar Charts

The Journey bar chart shows you the progression of the account through its journey, and how long it spent in each stage.

The Opportunity bar chart shows you the same information for this opportunity.

journey_and_opportunity_bar_charts.png

Analytics 

With Deal Story, you can view the correlation between activities, account journeys, and opportunities moving through the pipeline. This is helpful for honing in on what makes a good deal, and replicating the path to success.

For more advanced analysis of the activities that moved a deal across the finish line, or to analyze multiple deals, check out the Demandbase Attribution Solution.

Was this article helpful?

0 out of 0 found this helpful