Opportunities Window

Shows an overview of your opportunities. You fill in the fields in the Opportunities window, and then click Show Matrix to view the matrix. The matrix displays different information depending on the option you select in the Show as Lines and Show fields in the Opportunities window. You can, for example, have the program display the number of opportunities by salesperson, or the estimated value of your opportunities by campaign. On the Filters FastTab, you can set filters, for example, if you only want to view opportunities with a specific degree of completion.

You select the time interval in the View by field.

In the lines of the Opportunities matrix, the program displays the information you have selected.

Tip

For more information on how to navigate in the user interface, see Work with Microsoft Dynamics NAV. For assistance in finding specific pages, see Search.

See Also

Reference

Opportunity
Show as Lines
Show

Other Resources

How to: Update Opportunities
How to: Skip Sales Cycle Stages
How to: Delete Opportunities
Filters in the Opportunities Window
How to: Create Opportunities
How to: Close Opportunities