Business Development Dashboard Restrictions
The Business Development dashboard provides a variety of dashboard restrictions. Restrictions do not necessarily affect each area of the dashboard in the same way. For general information on how restrictions work, see Restrictions.
The following are page level restrictions. For information about available visualizer restrictions, see the specific topic for the visualizer.
|
Restrictions |
Description | |
|---|---|---|
|
Owning / Working |
Select if Owning or Working. This defines which Organization, Organization Manager, Organization Map / Organization Map Level, Organization Map Level Manager and Company is used. By default, Owning is selected. When Working is selected and any Organization restriction is selected, the Opportunity count and fee values (Factored Net Fee, Factored Fee, Fee and Net Fee) will be calculated based on the working organization(s) selected. |
|
Currency Type | Select the type of currency to display. Selections include Document Currency, Company Currency, and Base Currency. By default, Document Currency is selected. |
| Show By Group |
This option is not a restriction; it is used to group data. It determines the grouping of data within the Opportunity and Sales Distribution visualizers and provides the Y-Axis values for displaying opportunities. By default, this option is only displayed on the Forecast Analysis and Results Analysis tabs. |
|
For a list of the optional restrictions, see
Business Development Optional Restrictions.