Using Opportunity Statistics

You can use Opportunity Statistics to view opportunity information at a glance. You can view opportunity statistics for a group of opportunities, or you can select individual opportunities from the Opportunity List view. You can also export opportunities to Excel or view opportunity reports.

If Multi-Currency is configured, you can choose to display the opportunity information using the opportunity currency type or your currency type. Select the Display using "My Currency" check box to display opportunity information using the currency type you selected in your user options.

To open Opportunity Statistics

  1. On the Navigation Bar, click the Opportunities button.
  2. In the Opportunities List view, open the group of opportunities you want to view.
    You can open the opportunity group using the Opportunity Group list.
  3. Do one of the following:Select the records you want to view, and do one of the following:
  4. When finished, click Close.

To export opportunities to Excel

Related Topics

Opportunities Overview