All Opportunities - Channel is a visualization card available for AdvisorEngine CRM Dashboards. For a full list of available cards, see Dashboards Card Library.

All Opportunities - Channel

The All Opportunities - Channel Card displays a visual representation of how many Opportunities came in through your various business channels over a set period of time.

To display on this Card, an Opportunity must have the Channel field in the Source section of an Opportunity filled in.

Set Owners

Click the OWNERS drop-down in the upper right to adjust whose Opportunities you are viewing.

• Remove owners by clicking remove by the user name.
• Remove all currently selected owners by clicking in the bottom right.
• Add owners by clicking and selecting the users to add. Click to collapse the selection drop-down.
• Click APPLY to confirm your changes.

Set Date Range

Click the date range in the upper right corner to choose how much historical data to display in the tile. Choose a pre-defined range or set a custom range.

Drill Down

Click any channel tile to open a pop-up Grid filtered to the selected Opportunties with calculated totals.

• Use the Search box to search by Record Name for a particular Opportunity.
• Click to export the Grid to CSV. You may select additional columns of data to include before downloading the CSV.
• Click any row or GO TO GRID to be taken to the Opportunities workspace.