Projected Sales - Count
The Projected Sales - Count visualizer allows you to view a monthly forecast for your opportunities. The chart displays a count of your opportunities across posting periods. The chart bars are colored to highlight the portion of the opportunities in each opportunity stage. By default, only active opportunities are displayed.
The timeframe displays the current posting period, which is based on the system date at the time of dashboard access, and the next 11 posting periods. Opportunities are assigned to a posting period based on Award Date; if an Award Date is not entered, the opportunity is not included on the chart.
Chart Data
| Area | Description |
|---|---|
| Count |
The left-side of the chart, or the y-axis, displays the number of opportunities. |
| Period |
The area below the chart, or the x-axis, displays the posting periods. The timeframe displays the current posting period, based on the system date at the time of dashboard access, and the next 11 posting periods. Opportunities are assigned to a posting period based on Award Date; if an Award Date is not entered, the opportunity is not included on the chart. |
| Chart |
The chart bars represent the number of your opportunities for a posting period. Each bar is divided into colored sections that highlight the number of opportunities assigned to a particular opportunity stage. To view the number of opportunities in a stage for a posting period, click the stage portion of the bar for the posting period on the chart. |