Opportunities

Opportunity List View

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  • The Opportunity List View page displays a list of every opportunity, to provide a unified place for viewing and comparing details.
  • You can filter the results by using the header of any of the columns and select/deselect the visible columns and metrics.
  • You can click on any opportunity name to view more details.

Special Table Functions

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  • Save as new view - Saves current columns and filters as a “view”
  • View dropdown - Select saved views to apply
  • Run analyses - Run Milestone Analyses for all opportunities in current view

Milestone Analyses