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Opportunities Views | Glue Up Helpdesk
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/*background-color: rgba(255,255,255,.972549);*/ /*box-shadow: rgba(0,0,0,.117647) 0 0 4px 0, rgba(0,0,0,.239216) 0 4px 4px 0;*/ background-color: transparent!important; box-shadow: none!important; width: 100%; left: 0; margin-left: 0; position: absolute!important; } .toc { max-width: 100%;} @media screen and (min-width: 1300px) { .toc { max-width: 25%;} } @media screen and (max-width: 800px){ .kb-category { padding: 0 3em 3em 3em;} .knowledge-base-row {margin: 0px;} } p { margin: 0 0 10px; /* width: 90%; */ /*text-align: center;*/ position: relative; } .knowledge-base-row li a { color: #757575; font-weight: 100; } .pa-post-format .kp-w { width: 1.7em; color: #00b832; font-weight: 600; } .entry-content img { display: block; margin-left: auto; margin-right: auto; box-shadow: 0 0 20px 1px #efefef; margin-top: 31px; margin-bottom: 31px; } p, h2 a {font-weight:100;} .row { margin-left: auto; margin-right: auto; } .main-section { margin-top: 0px; max-width: 100%; margin: 0 2em 0 0; } .eventbank_main { width:100%; } .pa-post-format .kp-w { width: 1.7em; color: #cecece; font-weight: 100; } .kp-file-text2:before { color:#00b832; font-size: 1em!important; font-weight: 100; } .kp-film3:before { color: #00b832; font-size: 1em; } .kp-home8:before { content: url(https://help.glueup.com/wp-content/uploads/2018/07/Group-27-Copy.png); font-size: 10px; width: 10px!important; transform: scale(.5); } .breadcrumb-wrapper { border-bottom: 1px solid #e4e4e4; width: 75%; } .header-titles {text-align: center;} .col-sm-4 img {margin-left:0;} .col-sm-2 { width: 23%; padding: 0 0 0 1em!important; margin: 2.5em 0!important; float: right; } .col-sm-10 { width: 75.333333%; } /*.sidebar ul {margin-left:1em;}*/ .sidebar ul {color:#00b832;} .sidebar ul.children li {box-shadow:none!important; -webkit-box-shadow: none!important; -moz-box-shadow:none!important; margin:0!important; padding:0 0 0 1em!important; } .sidebar li a { color: #757575; font-weight: 100; font-size:0.7em; line-height:1.1em; box-shadow:none!important; /*margin-left:1em;*/ } .sidebar .tagcloud a { color: #ffffff; text-transform: capitalize; font-weight: 100; font-size: 0.7em!important; line-height: 3.1em; box-shadow: none!important; /* margin-left: 1em; */ padding: 1px 12px; margin: 1px; background: #00b832; border-radius: 8px; float: left; } .sidebar h3, .h3, h4, .h4, h5, .h5, h6, .h6 { font-weight: 100; font-style: normal; color: #004b90!important; font-size:1em; } .single .entry-content h5 { font-size: 1em; } .single .entry-content {margin-top:2em;} /*.sidebar li { border-radius: 8px; background: #ffffff; -webkit-box-shadow: 0px 0px 20px 0px rgba(234,234,234,1); -moz-box-shadow: 0px 0px 20px 0px rgba(234,234,234,1); box-shadow: 0px 0px 20px 0px rgba(234,234,234,1); margin-top: 2%; margin-right: 1%; padding: 1em;} */ .header-wrapper .header-center { text-align: left; float: left; margin-bottom:1em; } .content-info { background: #e8e8e8!important; } .container { margin-right: auto; margin-left: auto; padding:0px; } .form-control { display: block; width: 100%; height: 42px; padding: 10px 15px; 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cursor: pointer; padding: 1em; width: 100%; border: 0px; border-radius: 8px; color: #fff; background: #00b832;} div.wpcf7-response-output {border:0px!important;} div.wpcf7-validation-errors, div.wpcf7-acceptance-missing { color: #fff; background: #f78100; border-radius: 8px; padding: 1em!important; max-width:50%; margin:0 auto!important; } .home .main { /*width:100%;*/ padding-top:1em;} .footer-cta h3 {font-size: 1em; color: #757575; font-weight: 100;} .footer-cta { display:none; } .content-info { background: #f7f7f7!important; margin-top: 150px; padding-bottom: 20px; } #ht-kb-toc-widget-4 { border-radius: 8px; background: #ffffff; -webkit-box-shadow: 0px 0px 20px 0px rgba(234,234,234,1); -moz-box-shadow: 0px 0px 20px 0px rgba(234,234,234,1); box-shadow: 0px 0px 20px 0px rgba(234,234,234,1); margin-top: 1%; margin-right: 1%; padding: 1em;} .content-info a { /*color: #00b832!important;*/ font-weight:100; } .page-footer ul a { color: #00b832!important; font-weight:100!important; } /* hello media media media media oh yes media */ @media screen and (max-width: 992px) { .header-wrapper .header-center {} .fluid {width:95%;} .eventbank_main .fluid { width:100%;} /*end of media 992*/ .col-sm-10 { width: 65.333333%; 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These views help you analyze your business prospects from different perspectives, making it easier to manage and track your sales process. Let’s explore each of these views and how to access them.</p><h2 id="1-table-kanban-view" >1. Table (Kanban) View</h2><p>The table view presents your opportunities in a board-like format, allowing you to see the progress of deals through different stages. This visual representation helps you quickly identify bottlenecks and prioritize tasks.</p><p><img data-lazyloaded="1" src="data:image/svg+xml;base64,PHN2ZyB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciIHdpZHRoPSIxNDQwIiBoZWlnaHQ9IjEwMjQiIHZpZXdCb3g9IjAgMCAxNDQwIDEwMjQiPjxyZWN0IHdpZHRoPSIxMDAlIiBoZWlnaHQ9IjEwMCUiIHN0eWxlPSJmaWxsOiNjZmQ0ZGI7ZmlsbC1vcGFjaXR5OiAwLjE7Ii8+PC9zdmc+" fetchpriority="high" decoding="async" class="alignnone size-full wp-image-23856" data-src="https://help.glueup.com/wp-content/uploads/2024/06/Desktop-36.png" alt="" width="1440" height="1024" data-srcset="https://help.glueup.com/wp-content/uploads/2024/06/Desktop-36.png 1440w, https://help.glueup.com/wp-content/uploads/2024/06/Desktop-36-300x213.png 300w, https://help.glueup.com/wp-content/uploads/2024/06/Desktop-36-1024x728.png 1024w, https://help.glueup.com/wp-content/uploads/2024/06/Desktop-36-768x546.png 768w, https://help.glueup.com/wp-content/uploads/2024/06/Desktop-36-50x36.png 50w" data-sizes="(max-width: 1440px) 100vw, 1440px" /></p><p> </p><h2 id="2-list-view" >2. List View</h2><p>The List view displays your opportunities in a traditional, spreadsheet-style format. This view is ideal for those who prefer a more detailed, data-driven approach to tracking their deals.</p><p><img data-lazyloaded="1" src="data:image/svg+xml;base64,PHN2ZyB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciIHdpZHRoPSIxNDQwIiBoZWlnaHQ9IjEwMjQiIHZpZXdCb3g9IjAgMCAxNDQwIDEwMjQiPjxyZWN0IHdpZHRoPSIxMDAlIiBoZWlnaHQ9IjEwMCUiIHN0eWxlPSJmaWxsOiNjZmQ0ZGI7ZmlsbC1vcGFjaXR5OiAwLjE7Ii8+PC9zdmc+" decoding="async" class="alignnone size-full wp-image-23857" data-src="https://help.glueup.com/wp-content/uploads/2024/06/Desktop-48-1.png" alt="" width="1440" height="1024" data-srcset="https://help.glueup.com/wp-content/uploads/2024/06/Desktop-48-1.png 1440w, https://help.glueup.com/wp-content/uploads/2024/06/Desktop-48-1-300x213.png 300w, https://help.glueup.com/wp-content/uploads/2024/06/Desktop-48-1-1024x728.png 1024w, https://help.glueup.com/wp-content/uploads/2024/06/Desktop-48-1-768x546.png 768w, https://help.glueup.com/wp-content/uploads/2024/06/Desktop-48-1-50x36.png 50w" data-sizes="(max-width: 1440px) 100vw, 1440px" /></p><p> </p><h2 id="3-forecast-view" >3. Forecast View</h2><p>The Forecast view provides a predictive outlook on your opportunities, helping you estimate future sales and revenue. This view is particularly useful for planning and strategizing.</p><p><img data-lazyloaded="1" src="data:image/svg+xml;base64,PHN2ZyB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciIHdpZHRoPSIxNDQwIiBoZWlnaHQ9IjEwMjQiIHZpZXdCb3g9IjAgMCAxNDQwIDEwMjQiPjxyZWN0IHdpZHRoPSIxMDAlIiBoZWlnaHQ9IjEwMCUiIHN0eWxlPSJmaWxsOiNjZmQ0ZGI7ZmlsbC1vcGFjaXR5OiAwLjE7Ii8+PC9zdmc+" decoding="async" class="alignnone size-full wp-image-23858" data-src="https://help.glueup.com/wp-content/uploads/2024/06/Desktop-47-1.png" alt="" width="1440" height="1024" data-srcset="https://help.glueup.com/wp-content/uploads/2024/06/Desktop-47-1.png 1440w, https://help.glueup.com/wp-content/uploads/2024/06/Desktop-47-1-300x213.png 300w, https://help.glueup.com/wp-content/uploads/2024/06/Desktop-47-1-1024x728.png 1024w, https://help.glueup.com/wp-content/uploads/2024/06/Desktop-47-1-768x546.png 768w, https://help.glueup.com/wp-content/uploads/2024/06/Desktop-47-1-50x36.png 50w" data-sizes="(max-width: 1440px) 100vw, 1440px" /></p><p> </p><p class="whitespace-pre-wrap break-words">How to Switch Between Views: To change between these different views, follow these simple steps:</p><ol class="-mt-1 list-decimal space-y-2 pl-8"><li class="whitespace-normal break-words">Look for the blue “Add Opportunity” button on your Glue Up platform.</li><li class="whitespace-normal break-words">Next to this button, you’ll find a selector.</li><li class="whitespace-normal break-words">Choose your preferred view: Kanban, List, or Forecast.</li></ol><p><img data-lazyloaded="1" src="data:image/svg+xml;base64,PHN2ZyB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciIHdpZHRoPSIxODI2IiBoZWlnaHQ9IjcyMCIgdmlld0JveD0iMCAwIDE4MjYgNzIwIj48cmVjdCB3aWR0aD0iMTAwJSIgaGVpZ2h0PSIxMDAlIiBzdHlsZT0iZmlsbDojY2ZkNGRiO2ZpbGwtb3BhY2l0eTogMC4xOyIvPjwvc3ZnPg==" loading="lazy" decoding="async" class="alignnone size-full wp-image-23859" data-src="https://help.glueup.com/wp-content/uploads/2024/06/WX20240626-161938@2x.png" alt="" width="1826" height="720" data-srcset="https://help.glueup.com/wp-content/uploads/2024/06/WX20240626-161938@2x.png 1826w, https://help.glueup.com/wp-content/uploads/2024/06/WX20240626-161938@2x-300x118.png 300w, https://help.glueup.com/wp-content/uploads/2024/06/WX20240626-161938@2x-1024x404.png 1024w, https://help.glueup.com/wp-content/uploads/2024/06/WX20240626-161938@2x-768x303.png 768w, https://help.glueup.com/wp-content/uploads/2024/06/WX20240626-161938@2x-50x20.png 50w, https://help.glueup.com/wp-content/uploads/2024/06/WX20240626-161938@2x-1536x606.png 1536w" data-sizes="(max-width: 1826px) 100vw, 1826px" /></p><p> </p><p class="whitespace-pre-wrap break-words">By utilizing these different views, you can gain a comprehensive understanding of your sales pipeline and make informed decisions to drive your business forward. Experiment with each view to determine which works best for your needs and workflow.</p></div><div class="clearfix"></div></div><footer class="entry-footer"><div class="row row-meta"><span class="col-md-2 date"><i class="kp-calendar3"></i> <a href="https://help.glueup.com/crm/opportunities-views/" title="Permalink to Opportunities Views" rel="bookmark"><time class="entry-date" datetime="2024-06-28T17:32:11+00:00">Friday June 28th, 2024</time></a></span><span class="col-md-2 tags-links"><i class="kp-price-tags2"></i> <a href="https://help.glueup.com/tag/opportunity/" rel="tag">opportunity</a>, <a href="https://help.glueup.com/tag/view/" rel="tag">view</a>, <a href="https://help.glueup.com/tag/list-view/" rel="tag">list view</a>, <a href="https://help.glueup.com/tag/forecast/" rel="tag">forecast</a>, <a href="https://help.glueup.com/tag/contatos/" rel="tag">Contatos</a>, <a href="https://help.glueup.com/tag/crm/" rel="tag">CRM</a>, <a href="https://help.glueup.com/tag/modulo-de-contatos/" rel="tag">Módulo de contatos</a>, <a href="https://help.glueup.com/tag/opportunities/" rel="tag">Opportunities</a></span><span class="col-md-2 categories-links"><i class="kp-folder-open3"></i> <a href="https://help.glueup.com/category/crm/" rel="category tag">Contacts</a></span><span class="col-md-2 author vcard"><i class="kp-user2"></i> <a class="url fn n" href="https://help.glueup.com/author/payam/" title="View all posts by Payam Bagherabadi" rel="author">Payam Bagherabadi</a></span></div></footer><div id="related" class="clearfix"><h3>Related Articles</h3><ul class="clearfix"><li class="list-post pa-post-format"><i class="kp-w kp-file-text2"></i> <a href="https://help.glueup.com/crm/opportunities-2-0/">Opportunities 2.0</a></li><li class="list-post pa-post-format"><i class="kp-w kp-file-text2"></i> <a href="https://help.glueup.com/new-feature/removing-profile-photos/">Removing Profile Photos</a></li><li class="list-post 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