Infinity3 Help Centre

Use opportunity reporting to understand active deals, recorded outcomes and the estimated value in your pipeline.

Before you start

Keep opportunity stages, statuses and values current. You’ll need access to the relevant dashboard widgets or opportunity records.

Review the figures

1. Open your sales dashboard.
2. Select the intended date range.
3. Check the pipeline and owner filters.
4. Review Open, Won and Lost opportunity counts where available.
5. Review the corresponding opportunity values.
6. Check the date field used by each widget.

If no suitable dashboard is available, use Opportunities and its filters to inspect the records directly.

Look for useful patterns

Review stage distribution to see where deals currently sit. Review lost reasons where recorded to identify recurring obstacles.

Follow up by opening the relevant opportunities and customer history.

Understand date behaviour

Created On measures when the deal was created. Status Change measures its latest status change. Reopening a deal can therefore change how it appears in status-date reporting.

Things to know

• Won opportunity value is not proof of received payment.
• Counts depend on selected filters and the underlying record data.
• Stage-distribution and funnel widgets can use different calculations.
• “For You” widgets can be scoped to the logged-in user.

If a total looks incorrect, compare the widget with matching opportunity records before contacting Infinity3.