Use this timeline in the Dashboard area to review the upcoming milestones for your
opportunities and select search filters to expand or limit the milestones found along the timeline.
Contents
| Field | Description |
|---|
| Upcoming Milestones Timeline
|
Upcoming Milestones displays a graphical timeline of the history of milestone activities associated with your
opportunities that are based on your selection of search filters. Up to 7 upcoming milestones can be displayed on the timeline beginning with today's or your most current milestone. Use the paging arrows at either end of the milestone chart to move to previous or next milestones across the timeline.
|
| Search
|
Each timeline that is displayed in the Dashboard is based upon your choice of search filters.
|
| Search Filter list
|
On the drop-down list to the right of Upcoming Milestones, click
All to display a timeline of milestones for all
opportunities (both active and inactive), click
Active to display a timeline of milestones only for
opportunities with the Active status, or click
Mine to display a timeline of milestones only for those
opportunities with which you are associated as a team member.
To apply a custom search rather than one of the standard ones described above, click one of the saved custom searches listed below the standard ones, or click
Custom to create a new custom search. In the Custom
Opportunity Search dialog box, you can select search values for selected fields in the records.
To see the search criteria for the currently selected custom search in an info bubble, hover over the search name if the search is saved, or over
Custom if it is not saved.
For information about creating and using searches, see the following topics in Basics:
|
| Paging Controls
|
Use the previous and next paging arrows on the milestone timeline to find and review both past and future milestones that span the entire timeline.
|
| Milestone Info Bubble
|
On the timeline, click a milestone point to display an info bubble that shows detailed information about the milestone: name, date, its associated
opportunity, along with any additional comments, instructions, or notes. A
More... link appears if there is more than one milestone for a specific date. Click this link to display a separate window where you can view additional milestones for the specified date.
|
