Page 3 - Participant Guide - Unanet CRM TrackingAnalyzingData (SDL)
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Activity 2.5 – How can I see a quick summary of my firm's year-to-date progress?14
Opportunity Financial Data Widget ......................................................................... 14
Activity 2.6 – How can I see open Opportunities grouped by different filters? ........ 14
Opportunity Analysis Widget .................................................................................. 16
Activity 2.7 – How can I create an analysis of opportunities we pursue versus what
we are awarded by practice area? ......................................................................... 16
Lesson 3: Utilize Reporting ..................................................................... 17
Learning Objectives ................................................................................................ 17
Introduction .............................................................................................................. 17
Run Reports ............................................................................................................. 17
Activity 3.1 – How can I set a report as a "My Report"? ......................................... 17
Utilize Web Browser Widget ................................................................................... 18
Activity 3.2 – How can I make a report I run every day appear on my dashboard? 18
COMPLETION CERTIFICATE AND EVALUATION ................................. 19
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Table of Contents
