View opportunity analytics on Partner portal
View detailed analytics related to the opportunities accessible to you on the Partner portal.
Before you begin
Role required: sn_prm_opptym.oppty.parnter_ui
Procedure
Navigate to the Partner portal.
From the portal header, select Sales > Opportunities.
In the Opportunity analytics you can view an overview of all the opportunities by stage and revenue.
Analytics Description Estimated total revenue The total value of all active opportunities. Opportunities by stage Breakdown of opportunities across sales stages and the number of deals at each stage. Opportunities past estimated closed date The number of opportunities that are past the estimated closed date. Active opportunities Number of active opportunities that are not yet closed or lost. Stalled opportunities Opportunities with no significant activity or progress for a defined period, indicating potential risk. Opportunities created from deal registrations Number of opportunities that are converted from a deal registration. 5 highest-value active opportunities The top 5 opportunities filtered by highest amount value. To learn more about the fields on the Opportunity list, see Add and view the details of an opportunity.
View all the opportunities that the user has access to from the All opportunities tab.
Parent Topic:Using Partner Relationship Management
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