Opportunities by Channel

Owned by Georgios Vasilakos (Unlicensed)
Mar 20, 2023
2 min read

General description 

The purpose of this chart is to display the number of Open Opportunities by each Channel, using a Kendo UI column chart.

By using this chart the user can see the number of opportunities and the channel that these opportunities have been generated from. 

The user can click on a specific channel in the chart in order to access the opportunities grid list.

Layout 

Filters

The opportunities in this widget are filtered with the following logic:

  • If the logged in user is a manager then he will be able to see his own data and the data of the employees that he manages. In system terms this means that the manager can see the leads and the opportunities created or assigned to the team that he/she is defined. as a leader.

  • If the logged in user is not a manager then he will be able to see only his own data.

  • The logged in user can only see the Makes that he is allowed (by the dimension permissions).

  • Following the entity dimension depth (“Company”, “Branch” and “Location”), that is configured during the setup of the installation, the logged in user can only see data for the permitted dimension entity depth. For example, if the entity dimension depth is equal to Branch the logged in user can only see the data for the specific Branches of the Company and all the Locations of the permitted Branches.

  • Only Open Opportunities
  • Opportunities created in the current year.