Opportunity Manager®: Knowledge & Support
Opportunity Manager®: Knowledge & Support
Breadcrumbs

Opportunity Manager Dashboard

The dashboard leverages the native hierarchy within your specific Salesforce org so that managers have the ability to see the engagement level and impact the Opportunity Manager is having on their teams.

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

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    Click on the dashboard named Opportunity Manager Dashboard to open it

Dashboard Component


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Description


“Open Opportunities Using MEDDPICC App” shows the count of Opportunities that:

  1. Are not “Closed Won” or “Lost”

  2. Have at least one “MEDDPICC Qualifier” field populated



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Description


“Current Average MEDDPICC Fields Populated” shows the average number of fields Rep’s are filling in within the MEDDPICC Qualifier.

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“Current App Utilization in Accounts” shows the breakdown of Accounts with Opportunities that are using and are not using the App.

  1. Accounts NOT Using App counts Accounts where none of the child opportunities have a MEDDPICC Qualifier populated.

  2. Accounts Using App counts Accounts where at least one of the child opportunities have a MEDDPICC Qualifier populated.

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“Accounts with Open Opps NOT using the App” counts Accounts where none of the child opportunities have a MEDDPICC Qualifier field populated.

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“Accounts with Open Opps using the App” counts Accounts where at least one of the child opportunities have an app field populated.


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“Open Opportunity App Utilization” shows the count of Opportunities that ARE using and ARE NOT using the App.

Not Using App

  • Counts Opportunities where no MEDDPICC Qualifier fields are populated

Using App

  • Counts Opportunities where at least one MEDDPICC Qualifier field is populated

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“Open Opps Owner App Utilization” shows the ratio of Open Opportunities Using App vs NOT Using App by Opportunity Owner users.

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“Opps with MEDDPICC Assessment” shows the average MEDDPICC score for Opportunities where at least one MEDDPICC assessment has been completed.