Adding Top Opportunities to the Executive Dashboard
Contents Required Fields.............................................................................................................................................. 2 Enterprise Dashboard Screenshot ................................................................................................................ 2 Searching for Top Opportunities................................................................................................................... 3 ECM Screen Changes..................................................................................................................................... 4 M&H Screen Changes ................................................................................................................................... 5 Munitions Screen Changes............................................................................................................................ 6 SOC Screen Changes ..................................................................................................................................... 7 Yoh Screen Changes ...................................................................................................................................... 8
Required Fields The following fields are reported on the Executive Dashboard and will be reviewed quarterly by the Leadership Council. Only opportunities that have the “Top Opportunity� checkbox selected will be reported. Top Opportunity
Customer Name Project Award Date Start Date Contract Value Current Year Revenue Term Status Notes
*new field* Select this checkbox to report the opportunity as a top opportunity. Only specified users will have access to change this field. To add/remove users, please contact Corporate IT. Also known as Customer (Munitions, SOC), Account Name(M&H), or Prospect(Yoh) Also known as Opportunity Name(Munitions,M&H,SOC), Description(Yoh), or Work Scope(ECM) Also known as Customer Decision Date(ECM) or Win/Loss Date(M&H,Yoh) Also known as Contract Start Date(ECM,M&H,SOC,Yoh) or Est. Contract Begin(Munitions) Also known as Estimated Value(M&H), Est. RFP Value(ECM,Munitions,SOC,Yoh) *new field* Also known as Contract Term(all) Also known as Pipeline Status(ECM) The first 50 characters will be taken from the opportunity Notes field
Enterprise Dashboard Screenshot
Searching for Top Opportunities You are also able to search for opportunities that have been denoted as top opportunities by performing the following steps: 1) From the Opportunities search screen under Search Criteria, under one of the dropdowns select “Top Opportunity” and select “True” in the third field from the left.
2) To add the Top Opportunity column in the search results, in the Result List section click the Personalize icon (rightmost icon on the toolbar, in screenshot above the wrench icon). Select Top Opportunity in the list of Available Columns. Click the right arrow to move it to the Displayed Columns. Click Save.
ECM Screen Changes
M&H Screen Changes
Munitions Screen Changes
SOC Screen Changes
Yoh Screen Changes