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.

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. From the Navigation Bar, click Opportunities.
  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. Select the records you want to view, and perform one of these steps:
    • Right-click and select Opportunity Statistics.
    • From Common Tasks section in the Task Pane, select Opportunity Statistics.
  4. Click Close, when finished.