Page 15 - Participant Guide - Unanet CRM TrackingAnalyzingData (SDL)

Activity 2.5 – How can I see a quick summary of my
firm's year-to-date progress?

Activity Steps on Web App
1. From a dashboard, add the Opportunity Summary widget
a. Click Dashboard Settings
b. Click + button next to Opportunity Summary fifth from the bottom of the
second section Module: Contact Manager
2. Close the Settings pop-up window
3. On the new widget, click the gear icon to configure
a. Complete the following configuration on the first tab Widget Options:
i. Title: Firm YTD Progress
ii. Projects Awarded Fee Source: Factored Fee
iii. Hit Rate Fee Source: Factored Fee
iv. Pipeline Fee Source: Factored Fee
v. Opportunities Fee Source: Factored Fee
vi. Currency: United States Dollar (USD)
vii. Year Settings: Calendar Year
4. Click Save

Opportunity Financial Data Widget
This widget is a very flexible, powerful widget that includes an array of filtering options
to analyze Opportunity financial data in various ways. The following activity includes a
few use cases showing how this widget can be customized.

Activity 2.6 – How can I see open Opportunities grouped by
different filters?

Activity Steps on Web App

Part 1: Create a Chart for Open Opportunities by Lead BD
1. From a dashboard, add the Opportunity Financial Data widget
a. Click Dashboard Settings
b. Click + button next to Opportunity Financial Data seventh from the
bottom of the second section Module: Contact Manager
2. Close the Settings pop-up window

3. On the new widget, click the gear icon to configure
a. Complete the following configuration on the first tab Widget Options:

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Lesson 2: Track Firm Progress