The quick answer
On Home, open Personalize and click Report Snapshots. Open the new portlet's three-dot menu, choose Set Up, pick the snapshot Open Opportunities and a Date Range, and click Save. The portlet becomes Top 5 Open Opportunities and shows a column chart. Set Display Type to List for a table instead.
The screenshots show sample data. The company, person and customer names are fictional. The tiles, snapshot names and date ranges described here were observed in one account and release, so check them against your own role and features.
Before you start
You need a role that can personalize its dashboard, the Opportunities feature, permission to view the underlying opportunity report, and opportunities with expected close dates in the period you choose. The snapshots offered, the Report Options fields and the initial data depend on your features, role and permissions. Dashboard changes belong to your own user, role and dashboard tab, so another role does not see them unless a dashboard is published. A dashboard can hold up to 10 Report Snapshots portlets.
Open Opportunities covers opportunities that are still open and that no order or actual transaction has closed. Its Date Range filters the Expected Close date, not the date an opportunity was created.
01. Add the portlet
On Home, click Personalize. In the Personalize Dashboard panel, click the Report Snapshots tile, which was under Standard Content in the account reviewed. If it is missing, the current page or role may not allow that portlet. A portlet is added at the top of the left column. In the account reviewed it started on Top 5 Campaigns By Activity with the range this month to date and showed no data.
02. Set it up as Open Opportunities
Open the portlet's three-dot menu and choose Set Up. The Report Options dialog lists Snapshot, Default Chart Type, Date Range, Display Type, Display Order, How Many, Chart Theme and Background Type. Choose Open Opportunities in Snapshot. In the account reviewed that reset Date Range to today, so check it and choose last year after the snapshot. Leave Display Type on Graph, Display Order on Top and How Many on Top 5, then click Save. The portlet is now titled Top 5 Open Opportunities.
03. Read the chart
The portlet draws a column chart with one bar for each of the top five opportunities and a legend of the customer names. Here Greenfield Distribution is the tallest. Point at a bar to see its value, 38,720 for Greenfield Distribution. The standard snapshot is described as ranking the highest projected amounts expected to close, but in the account reviewed the value shown was the weighted amount, the projected total multiplied by probability. Choose View Report on the portlet menu to check the amounts in the underlying report. The chart-type icons let you switch the chart without reopening Set Up.
04. Change the date range
The date range list above the chart changes the period without opening Set Up. Choose this year to date. In this sample three bars appear; the number depends on your data. Choose last year again to return to the five bars. If no opportunity is expected to close in the range, the portlet says No content, which is not a setup error.
05. Switch to a list
Open the portlet menu, choose Set Up, set Display Type to List and click Save. The same five opportunities appear as a numbered table. In the account reviewed the columns were Customer and Weighted Amount, with a Date Range list under the table. List amounts are whole numbers, long names can be truncated in a narrow column, and chart theme and background settings do not apply to a list.
Check the result
- In this sample, the portlet is titled Top 5 Open Opportunities and shows five bars for last year, with Greenfield Distribution tallest at 38,720.
- Choosing this year to date shows three bars.
- With Display Type set to List, the same five opportunities appear numbered, from $38,720 down to $6,540.
Common questions
Where is the Report Snapshots portlet?
On Home, click Personalize and look for Report Snapshots under Standard Content. If the tile is missing, the current page, role or enabled features may not allow that portlet.
What does the Open Opportunities snapshot include?
Opportunities that are still open and that no order or actual transaction has closed. The date range filters the Expected Close date. The snapshots offered and their names depend on your role, features and release.
Why does my report snapshot say No content?
No opportunity is expected to close in the range you chose. Choose another date range before assuming the portlet is broken.
What do Display Order and How Many do?
Display Order Top keeps the highest values and Bottom reverses that. How Many sets how many results the portlet shows, such as Top 5.
What is the difference between the chart icons and Default Chart Type?
The chart-type icons beside the date range change the chart you are looking at. Default Chart Type in Set Up is the saved default. Display Type switches the portlet between a graph and a list.
Does this change other users' dashboards?
No. The portlet belongs to your user, role and dashboard tab, and it does not change any opportunity. It only changes how the dashboard shows data.
How many Report Snapshots portlets can I add?
A dashboard can hold up to 10.