The Accorto Cloud Opportunity Workbench is the single 'go to' interface for analyzing and working with your opportunities in an efficient manner. This fully customizable workbench allows you to create an environment that works best for you. Part ad hoc reporting tool, part analysis engine and part quick link to opportunities this is the destination for working effectively.
You decide what is displayed in both table and graph format with interactive drill down to groupings or drill across to source objects. Each user or group can have their own view to maximize usability.
Using the Opportunity Workbench
Click on the Opportunity Workbench tab to display the workbench.
The Opportunity Workbench has 3 sections.
The upper right section contains the query criteria used to determine the Opportunities that will populate the table and chart in the results section. All criteria uses 'and' logic. When the desired criteria have been entered, click the Query button to show the results. Use the reset filter to set the query criteria values to the default values.
The middle section displays the query results set in table and chart format. These are both interactive and allow for dynamic change of the results set.
The table lists all Opportunities that meet the criteria. Clicking on any hyperlinked value (Opportunity, Account or Campaign) will open the target window for that record. It can then be reviewed or updated as desired.
The bottom of the list shows the total number of records. You can set the number of records displayed per page to 10, 20, 30 or 40. Use the arrow keys to move from page to page. The totals (for a given page) for any numeric values are also displayed. The last page will include the grand total for all records.
Note: The fields displayed in the table and the selections in the drop down list for the chart are dependent on the Workbench Setup.
Sorting can be performed on any column or multiple columns. Click on a column heading to sort by that column. To sort on an additional column use Shift-click on the subsequent column.
The Chart is displayed with the default co-ordinates or All (meaning no time delineation), Count and Stage. You can change the co-ordinates to any values in the drop down list. Here they have been changed to Monthly, Amount and Source.
The Chart is now a bar chart with subsections for each Source over each month. Hover over any section of the chart and the specific source name and amount will display.
Click on any section of the chart and the table when then display just those Opportunities that comprise that subset. Here we clicked on the green section for 4th bar in the chart to show all Opportunities with a source of Phone Inquiry in March
To the upper left of the chart two icons now display. The top one refers to the Source and the bottom one refers to the date. Clicking on each of them will clear the respective filter. For example, if you click on the date icon the table would then display all Opportunities with a source of Phone Inquiry for all periods. Clicking on the account icon would show all records for February for any source. Clicking on both icons returns the results set to the original values.