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Microsoft Dynamics CRM (Archived)

CRM Sales dashboard

Posted on by Microsoft Employee

In Sales Manager Dashboard on Sales Funnel “all open opportunities”.  Yellow bar must show only open opportunities not an won or closed opportunities. please help me on this

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  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: CRM Sales dashboard

    Hello Alex, I want to ask one more question. Re-open opportunity button should only access by system admin. Can you please suggest how can i do this. As there is one way we can do this

    1) Ribbon Workbench

    any other way is there

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: CRM Sales dashboard

    Thank you for your quick reply. That issue i got from client and i resolved it yesterday. But anyways thank you Alex

  • Verified answer
    ashlega Profile Picture
    ashlega 34,475 on at
    RE: CRM Sales dashboard

    Hi Nilofar,

     why do you think it's showing closed and/or won? Since that chart is using "open opportunities" view, the only reason it would be showing "closed or won" as well is if you had that view modified. Out of the box, the filtering criteria in that view are set to display "open" opportunities only

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