Customizing the Opportunity Manager Dashboard

Finding the “Opportunity Manager Dashboard”

1. Click on the Dashboards tab from your SFDC ribbon

   1. If you do not have this option, click the little pencil on the right-hand side to add it

2. Select “All Dashboards” from the left-hand side menu

3. Search for the dashboard called “Opportunity Manager Dashboard” in the “Search all Dashboards” search box

   

4. Click on the dashboard named “Opportunity Manager Dashboard” to open it

Steps to remove either the Command of the Message® or MEDDPICC reports from the Dashboard

Required for organizations who’ve purchased only one of the two methodologies

1. Click on the Dashboards tab from your SFDC ribbon

   1. If you do not have this option, click the little pencil on the right-hand side to add it

2. Select “All Dashboards” from the left-hand side menu

3. Search for the dashboard called “Opportunity Manager Dashboard” in the “Search all Dashboards” search box

   

4. Click on the dashboard named “Opportunity Manager Dashboard” to open it

5. Click “edit” in the right-hand corner of the page

   

6. Click the “x” on each report image related to the methodology your organization did not purchase

7. Click “Save” in the top right-hand corner of the page

   

Steps to set the reports to track only deals over a certain dollar amount

1. Click on the Dashboards tab from your SFDC ribbon

   1. If you do not have this option, click the little pencil on the right-hand side to add it

2. Select “All Dashboards” from the left-hand side menu

3. Search for the dashboard called “Opportunity Manager Dashboard” in the “Search all Dashboards” search box

   

4. Click on the dashboard named “Opportunity Manager Dashboard” to open it

5. On one of the dashboard components, click the “View Report” link at the bottom of the component to open up the raw report

   

6. Once the raw data report has opened, click “edit” in the top right-hand corner of the page

7. Click “Filters” on the top left-hand corner of the page (next to “Outline”)

8. Click “Add Filter”

   

   1. Search for “Amount”

   2. Under “Operator,” select “Greater Than” from the drop-down menu

   3. Under “Value,” enter the total dollar amount you’d like the report to contain data for

      1. For example, entering $250,000 will force the report to only include data on deals priced over $250,000

   4. Click “Apply”

   5. Click “Save & Run” in the top right-hand corner of the page

Repeat these steps for each report within the “Opportunity Manager Dashboard”