Cloud dashboard provides insights for critical sales and project management metrics, shows ongoing progress on opportunities and projects, and shows the activities due for the day.
Cloud dashboard is designed to cater to all types of Cloud users—Business owners, Sales team, Project management team, Procurement team, and any other support staff helping you with your projects.
Dashboard views
Go to "Dashboard" in the left navigation menu to access the Cloud dashboard. Cloud provides 4 dashboard views: My Opportunities, All Opportunities, My Projects, and All Projects.
Click the Project or Opportunity icon at the top-left corner to switch between the Opportunities and Projects views.
Use the toggle on the top-right corner to switch between "My" and "All" views.
Sales Opportunities view
The Opportunity views provide the following data:
Project and Service opportunities you are working on this month, their current progress, and expected revenue.
To-dos that are due today.
Opportunities that are expected to close this week.
Quotes that are in progress and new opportunities that will need to be worked upon.
You will be able to see the All Opportunities view only if you have the "View all opportunities" permission.
Project Management view
The Project views provide the following data:
Project tasks that are due today.
Active projects and their current stages.
Products that are ready to be ordered.
Change orders with their values and their current stages.
You will see the All Projects view only if you have the "View all projects" permission.
