Anonymous, bureaucrat, administrator
7,528
edits
Changes
From All n One's bxp software Wixi
no edit summary
This form can be heavily customised to better reflect the products, services and offers made and being tracked by the form.
= Dashboard =
[[File:prebuild_opportunity_dashboard.png]]
The opportunity dashboard is made of
{| class="wikitable"
! Type
! Name
! Description
! Dashboard Id
! Wixi
! Location
|-
| Funnel || Prebuild - Opportunity - Funnel || Used to show whats coming in based off the "Once Off Amount" field || 81 || || Dashboard
|-
| Line Chart || Sales History || A line chart of last 12 months based on the Once Off Amount and Once Off Date fields where the Stage is Sold || 82 || || Dashboard
|-
| Button || Instant Visualisation || Prebuilt report which looks at closed questions || 24 || || Data Profiling > Instant - Visualisations > Visualisation - Current Status
|-
| Button || Data Analysis || The Data Analytics engine of bxp. Use search to group records and then export or visualise them || 25 || || Data Profiling > Instant - Data > Data - Instant Data Analytics
|-
| Button || Outcome Statistics || Prebuild statistics report for outcomes for all agents for this month || 26 || || Data Profiling > Instant - Statistics > Statistics - User - Report by Period
|-
| Button || Form - Edit || Manage the form using the Form console || 70 || || Form Management > Form - Primary Management > Form - Edit Form
|-
| Button || Prebuild Management || Go to the Prebuild Manager for this collection of forms || 71 || || Form Management > Form - Primary Management > Form - Prebuild Manager
|-
| Button || All Opportunities || A worklist showing all opportunities for all staff || 85 || || Worklist
|-
| Button || My Opportunities || A worklist showing all opportunities for the staff member logged in || 86 || || Worklist
|-
| Button || Prebuild - Opportunity - 90 day Score >= 75% || A list of Opportunities with a score of 75 or greater due in 90 days or less || 83 || || Dashboard
|-
| Button || Prebuild - Opportunity - Soon to drop || Date based listing of opportunities sheduled to drop regardless of scores || 84 || || Dashboard
|-
|}
