In building a dashboard, I managed to get a gadget running that shows opportunities by sales rep. Works fine except there is no way to filter the opportunities. So lost opportunities show up. My objective is to have a gadget that shows active opportunities by sales rep, not a raw, whatever is in the system number. It seems like you can create a report that, for example, shows a weighted pipeline but no way to put that up as a gadget on a dashboard nor anyway to edit that opportunities data point the gadget relies on.
I've attached a screenshot so you can see the gadget. That 6 million you see should only be about 3 given two big opportunities are lost.
Thanks for any pointers on how to make these gadgets customizable.
The Report Design has an option of Defining your report Filters to help you categorize your Opportunities as Active (Perhaps based on a field called Updated Date) on the Opportunity itself or perhaps based on a custom status field on the opportunity mentioning if its an Active Opportunity), once the filters are fixed, you can associate it to the dashboard. Hope this helps.
I hope you have the right to edit the reports and define the filters to retrieve Active Opportunities.
Thanks for taking the time to respond. I have admin/super rights so this shouldn't be a problem for me. Will dig in. Again, thank you.
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