Click Overview. The Overview page is displayed, as shown in Figure 1, has a dashboard area on the left, and a listing of opportunities on the right, one per line, as shown in Figure 1.

Figure 1 The Dashboard Home Page
The My Dashboard section displays a graph with:
• | The value of the opportunities assigned to you and your subordinates. |
• | A list of your opportunities. |
The components of the graph are explained below:
• | The blue line on the graph represents the total value of the opportunities for you and your subordinates. |
• | The red line represents the value of the opportunities of your subordinates. |
• | The value of your own opportunities is the difference between the two previous values at any point on the graph. |
You can select any of the following options from the drop-down list just below the graph to view the corresponding graph, as shown in Figure 2 (part 1 - My Dashboard):
• | Risk Adjusted Monthly Revenue |
• | Commission Gross Monthly Revenue |
• | Commission Risk Adjusted Monthly Revenue |

Figure 2 1. My Dashboard 2. Individual Dashboard
A table below the graph contains a list of user links for staff members who report to you. Click one of the links to view a graph for that particular employee. The selected employee’s dashboard displays a graph with a red line, as shown in Figure 2 (part 2 - Individual Dashboard).
The Up One Level link enables you to go up one level and the link Back to My Dashboard takes you back to your dashboard. These links enable you to work your way up and down the operational chain.
The opportunity listing is displayed to the right of your dashboard. You can also view the opportunities belonging to your subordinates by clicking the concerned user’s link in the table below your dashboard graph.
Opportunities are displayed one per line, with a short description and the gross value, in thousands of dollars. You can select any opportunity to view its details, as shown in Figure 3.

Figure 3 Opportunity Details
The opportunity, as shown in Figure 3, has two components. When you click , a context menu is displayed. The following tasks are available on this menu:
The other available sub-tabs are:
• | History - lists the opportunities considered in the recent past. |
• | Activities - lists the activities associated with the opportunity, and their status, whether they are pending or completed. You can also log and schedule an activity. For more details, refer to Log an Activity and Schedule an Activity. |

Figure 4 Logging and Scheduling Activities in Pipeline
• | Documents - This is a cross-link that takes you to the Documents module, displaying the documents associated with this opportunity. For more details, refer to Managing Projects. |
• | Quotes - Clicking this sub-tab takes you to the Quotes module displaying the available quotes for this opportunity. For more details, refer to Searching Quotes. |
|