{"id":12083,"date":"2016-02-27T11:28:17","date_gmt":"2016-02-27T11:28:17","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=12083"},"modified":"2016-02-27T11:28:17","modified_gmt":"2016-02-27T11:28:17","slug":"viewing-my-opportunities-on-interactive-dashboard","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/02\/27\/viewing-my-opportunities-on-interactive-dashboard\/","title":{"rendered":"Viewing My Opportunities on Interactive Dashboard"},"content":{"rendered":"

Sage CRM has an inbuilt Interactive Dashboard which is used to display Sage CRM data. Sage CRM User can view his Tasks, Opportunities through Dashboards. In this blog, we will explain how user can view his ongoing Opportunities in an Interactive Dashboard.
\nNew Stuff:<\/em><\/strong><\/span> How to control Email Forward and Reply Translations<\/a>
\nBelow are the steps that you need to follow.
\n1) User can Create Gadget using New Gadget button on Interactive Dashboard.
\n\"1\"
\n2)\u00a0Select List Gadget from Gadget Wizard as shown below.
\n\"2\"<\/a>
\n3)\u00a0Below screen will be presented where user can select Opportunity entity.
\n\"3\"
\n<\/a>4)\u00a0Click on Next button and select My Opportunities in Progress which is available under Saved Search folder as shown below.
\n\"4\"
\n<\/a>5)\u00a0On clicking the Next button, user can select fields that he wanted to display in an Interactive Dashboard.
\n\"5\"
\n<\/a>6)\u00a0Click on Next button to select action that needs to be perform on Gadget as shown below.
\n\"6\"
\n<\/a>7)\u00a0Enter Gadget details and click on Finish button.
\n\"7\"
\n<\/a>Once done, you will have all In Progress Opportunities available into Dashboard Gadget as shown below.
\n\"8\"<\/a>
\nSimilar steps can be followed to display data from other entities on Interactive Dashboard.
\nAlso Read:<\/span>
\n<\/em><\/strong>1) Interactive Dashboard \u2013 Permission Denied Issue<\/a>
\n2) Display Logged in Users List in Sage CRM Dashboard<\/a>
\n3) Progress Opportunity through Dashboard<\/a>
\n4) Dashboard and Real time Inquiry information<\/a>
\n5)\u00a0Add Calendar Gadget in an Interactive Dashboard in Sage CRM<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

Sage CRM has an inbuilt Interactive Dashboard which is used to display Sage CRM data. Sage CRM User can view his Tasks, Opportunities through Dashboards. In this blog, we will explain how user can view his ongoing Opportunities in an Interactive Dashboard. New Stuff: How to control Email Forward and Reply Translations Below are the\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[83,99,166,193,219,220,269,332,336,337,338,342,350],"tags":[793,833,907,1439,1708,2010,2030,2031,2033,2035,2140,2226],"class_list":["post-12083","post","type-post","status-publish","format-standard","hentry","category-crm72","category-dashboard-sage-crm","category-gadget","category-interactive-dashboard-sage-crm","category-list","category-lists","category-opportunity-sage-crm","category-sage-crm","category-sage-crm-7-1-sp2","category-sage-crm-7-2","category-sage-crm-73","category-sage-crm7-3","category-saved-search","tag-crm","tag-crm7-0","tag-dashboard","tag-interactive","tag-opportunity","tag-sage-crm","tag-sage-crm-7-0","tag-sage-crm-7-1","tag-sage-crm-7-2","tag-sage-crm-7-3","tag-sage-crm-com","tag-saved-search"],"yoast_head":"\nViewing My Opportunities on Interactive Dashboard - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/02\/27\/viewing-my-opportunities-on-interactive-dashboard\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Viewing My Opportunities on Interactive Dashboard - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Sage CRM has an inbuilt Interactive Dashboard which is used to display Sage CRM data. 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