Opportunity Filter

Filtering Opportunities in the Funnel

The Opportunity Filter lets you refine the record results displayed by the Funnel Filter settings. You can adjust the filter criteria to find opportunities that are relevant to your particular need.

For example, you may wish to see all opportunities that have a Funnel ScoreCard® value equal to or greater than 50 and that have a green Opportunity Status. You can enter those criteria settings in the Opportunity Filter dialog and any records meeting that criteria will appear in the display. You can also save your frequently used filter settings as views.

To filter opportunities in the funnel:

  1. Click anywhere in the Opportunity Filter box in the top-right corner of the view.  The Opportunity Filter panel will open on the right side fo the screen.  Your organization can choose custom filters to disply in the Opportunity Filter list.

The following are explanations of the items in this dialog box:

Saved Views

Lists any views that you have previously saved. This list becomes scrollable when there are more than five saved views.

Reset

Resets the filter. This allows you to adjust the filter settings as desired without affecting a saved view. It also clears the view name field to allow you to enter a name for a new saved view.

Store

Saves the selected Close Date range and Owner settings in a new view.

Remove

Deletes the selected view from the Saved Views list.

Close Date

Limits the view to opportunities with a Close Date within the specified criteria. Options are Current Month, Current Quarter, Current Year, and Date Range. Date Range allows you to use pop-up calendars to select a desired range.

Opportunity Owner

Limits the view to opportunities belonging to a specific CRM user. You can expand your CRM User name to select owner names from your direct reports.

Date Created

Limits the view to opportunities that were created within a specified date range.

Opportunity Status

Limits the view to opportunities with Red (off track), Green (on track), or All (both Red and Green) color indicators.

Days in Stage

Limits the view to opportunities that have been in the same Sales Stage for a specified number of days range (for example, from 25 to 75 days).

Opportunity Revenue

Limits the view to opportunities that have a specified revenue range (for example, from $100,000 to $500,000).

Account

Limits the view to opportunities for one or more specific accounts. The list displays all accounts to which the logged in CRM user has access.

Blue Sheet

Limits the view to opportunities that have a saved Blue Sheet.

Sheet Type

Limits the view to opportunities of a certain Blue Sheet type. This option is only valid if you organization has multiple Blue Sheet types.

Blue Sheet Last Updated

Limits the view to opportunities with Blue Sheets that were last updated within a specified date range.

Opportunity Last Updated

Limits the view to opportunities that were last updated within a specified date range.

Funnel ScoreCard® Value

Limits the view to opportunities that have a Funnel ScoreCard Total Score value within a specified range within the 0 to 100 range.

NOTE for Oracle on Demand users only:
Opportunities with a probability of 0% or 100% will not appear in the Sales Process FunnelTM. Change the opportunity's probability to a value between 0 and 100 to display the desired opportunity in the Sales Process FunnelTM.

  1. Click Reset.

  2. Click the checkbox next to a desired filter option. The option expands to display relevant criteria for that option. For example, Opportunity Status expands to allow the following selections: Green, Red, and All.  

  3. When you have completed selecting the desired filter options, click APPLY, then click CLOSE. The Sales Process FunnelTM displays the opportunity bubbles that meet the selected criteria. If more than 100 opportunities meet the selected criteria, a message appears indicating that there are too many opportunities and for your to refine the opportunity criteria. If that occurs, open the Opportunity Filter dialog box again and further refine your filter options.  Your CRM administrator has the capability to allow more than 100 opportunites; consult your adminstrator to determine if this setting has been enabled.

Displaying an Overlay Funnel Graphic

The Sales Process FunnelTM graphic dynamically adjusts to indicate the funnel shape of the opportunities selected via the Funnel Filter. You can choose to display an overlay graphic that shows the funnel shape of the opportunities selected via the Opportunity Filter.

To display an overlay funnel graphic:

  1. Click the Show Overlay Funnel checkbox in the Opportunity Filter box.

NOTE:  If you do not see the Show Overlay Funnel checkbox in the Opportunity Filter box, you have not set any Opportunity Filter criteria. Set one or more Opportunity Filter criteria and the Show Overlay Funnel checkbox will display.

The overlay funnel appears slightly differently depending on which Web browser you are using.  If you are using IE 10 or below, the overlay graphic appears as a solid gray line that is lighter than the overall funnel graphic as in the following example:

Fig. 78, Overlay funnel in IE

If you are using any other Web browser, the overlay graphic displays as a dotted line funnel inside the default funnel as in the following example:

Fig. 78a, Overlay funnel in non-IE browser

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