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 ClosedBusiness Development Optional Restrictions.

The following optional restrictions are available:

  • Bid Probability %
  • Business Unit
  • Client
  • Client Manager
  • Client Parent
  • Client Type
  • Company
  • Currency
  • Evaluation Decision
  • From Award Month
  • From Creation Month
  • Historical Award Date
  • Market Segment
  • Opportunity Manager
  • Opportunity Parent
  • Opportunity Primary Contact
  • Opportunity Primary Location City
  • Opportunity Primary Location Country
  • Opportunity Primary Location State / Province
  • Opportunity Source
  • Opportunity Stage
  • Opportunity Status
  • Organization
  • Organization Manager
  • Organization Map
  • Organization Map Level
  • Organization Map Level Manager
  • Owner
  • Service Line
  • To Award Month
  • To Creation Month
  • Win Probability %
  • Work Type