Top Deals Widgets
Overview
The Top Deals Widget shows the top deals in a particular Saved View. It can also show the Owner of the deal and the Forecast Category, or the activity over the past 7-30 days. In the example below, we can see a Top Deals Widget with an activity summary over the past 7-30 days.
To add a Top Deals Widget
- Click the Add Widget option from Action.
- Select the Top Deals Widget.
- Choose the View you want to use for the Top Deals Widget.
To adjust the settings for the Widget, hover your mouse over the 3 horizontal dots.
Settings Options
a. Remove: Remove the widget from the dashboard.
b. Send to Top: Move the widget to the top of the dashboard.
c. Show Activity: Show email and calendar activity over the last 7-30 days vs. show the Owner and Forecast Category of the deal.
d. Layout: Adjust the size of the widget.
You can see insights about the deals without having to return to the Opportunity Grid!
- Hover your mouse over the checkmark to see the volume of email and meeting activity.
2. Hover your mouse over the
CRM Score to see the top 3 factors influencing the score.
