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Object documentationDynamic Opportunity Analysis: Form Settings Locate this document in the navigation structure

 

Customize the display of the Dynamic Opportunity Analysis report further, by choosing various options in the Form Settings – Opportunities window.

Opportunities

Set the maximal number (1-30) of balloons (opportunities) to be displayed in the report.

Sort by

Choose a parameter, such as Start Date or Sales Employee, and sort order (Ascending or Descending) for sorting the balloons.

Color

Choose the parameter for displaying the balloon colors:

  • Random: every sales opportunity is a different color.

  • By Employee: All opportunities, per employee, are the same color.

  • By BP: All opportunities, per business partner, are the same color.

  • By BP Groups: All opportunities, per business partner group, are the same color.

Step Size (Days)

Display the progress of each step in the report according to the number of days.

Step Delay (Seconds)

Display the delay between steps in increments of seconds.

More Information

Displaying the Dynamic Opportunity Analysis Report