---
sourceDocument: Australia Sales and Order Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/de-DE/order-management

 Release :

    - australia

ft:locale :

    - de-DE

ft:publication_title :

    - Australia Sales and Order Management

ft:clusterId :

    - omgmt

bundleId :

    - omgmt

workflow :

    - Customer and Industry


---

# Track using Kanban view

# Track opportunities using Kanban view {#ariaid-title1}

* Freigeben Version: Australia
* 
* Aktualisiert 12. März 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 Minute Lesedauer

Personalize and manage the opportunities information that is most relevant to you and your stakeholders using the Kanban view.

## Vorbereitungen

Role required: sales_agent

## Warum und wann dieser Vorgang ausgeführt wird

A Kanban view is a visual representation of the data that enables you to drag and drop the data records according to the business flow. The Kanban view feature in Opportunity Management provides the following benefits:

* Viewing the opportunities of all stages and filtering them on the basis of sales cycle types.
* Updating the state of an opportunity by navigating them in between different stages.
* Viewing the auto-calculated rollup amount (in the base currency) on the sub-header for all opportunities in Kanban lane.
{#opportunity-management-kanban-view__ul_lkf_l3t_c1c}

The Kanban view as part of Opportunity Management in Sales and Order Management.

## Prozedur

1. Navigate to the List view ![]() and select Opportunity - All.
2. Select the View Kanban button.  
   * To change an opportunity state, drag the opportunity card from one state and drop it into another state.
   * To view the opportunities of different sales type, use the Filter by option on the page.
   * To create a new opportunity directly from this page, select the Create Opportunity button. To learn more, see [Create an opportunity](https://servicenow-prod.fluidtopics.net/rB~QiXrWcH~z~BeweoodLA "Create a new product opportunity in the Opportunity Management application by entering the details, such as account, sales stage, sales cycle type, and deal size.").
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