Filter by Opportunity

Use the Opportunity list to filter the contents of Current Pipeline Analytics by opportunity. When you display the analytics initially, they display pipeline data for all active opportunities that are included in current pipeline.

As you apply other filter options, Capture Analytics updates the Opportunity list so that opportunities excluded from the analytics by the filters have a gray background and opportunities that are included by the filters have a white background. In addition, all of the included opportunities move to the top of the Opportunity list to make it easier for you to review them and select those that you want to focus on.

The Opportunity list also contains opportunities that are not included in current pipeline. They have a gray background and cannot be selected on the Current Pipeline tab.

List Options

You can display the list of opportunities by a combination of opportunity number and name or by opportunity name alone. Click in the upper right corner of the list to cycle between the versions of the list.

Select Opportunities

To focus on one opportunity or a selected group of opportunities, select those opportunities in the Opportunity list. When you do, the analytics display pipeline information only for the selected opportunities.

If you select one or more opportunities and then go to another Capture Analytics tab for which the opportunity filter option is available, Capture Analytics automatically filters those analytics for the same opportunities.

For general information about making selections in filter lists, see Filter the Analytics: Overview.

To find opportunities that you want to select...

  1. If necessary, click in the upper right corner of the Opportunity list to display the list you want: opportunities by number, opportunities by name, or opportunities by a combination of number and name.

  2. Do either of the following:

To select a single opportunity...

  1. If necessary, click in the upper right corner of the Opportunity list to display the list by opportunity name or a combination of opportunity number and name.

  2. Scroll the list to locate the opportunity, or click to search for it.

  3. Click the opportunity.

To select multiple opportunities...

  1. If necessary, click in the upper right corner of the Opportunity list to display the list by opportunity name or a combination of opportunity number and name.

  2. Scroll the list to locate the opportunity, or click to search for it.

  3. If a group of opportunities you want to select are listed together, click the first opportunity, hold down the left mouse button, and drag the mouse pointer over the other opportunities.

If the opportunities you want are not listed together, press the CTRL key as you click each of them.

Clear Selections

To clear individual selections...

  1. If necessary, click in the upper right corner of the Opportunity list to display the list by opportunity number, opportunity name, or a combination of the two.

  2. Scroll the list to locate the opportunity, or click to search for it.

  3. Press the CTRL key as you click the selected opportunity.

  4. Repeat steps 1 – 3 for each selection you want to clear.

To clear all selections...

  1. Right-click anywhere in the Opportunity list.

  2. Click Clear on the shortcut menu.