View opportunity analytics on Partner portal

  • Versão de lançamento: Australia
  • Atualizado 16 de jun. de 2026
  • 1 min. de leitura

    • View detailed analytics related to all the opportunities associated to a channel partner on the Partner portal.

    Antes de Iniciar

    Role required: sn_prm_opptym.oppty.parnter_ui

    Procedimento

    1. Navigate to the Partner portal.
    2. From the portal header, select Sales > Opportunities.
    3. In the Opportunity Analytics you can view an overview of all the opportunities by stage and revenue.
      Tabela 1. Opportunity Analytics
      Analytics Description
      Estimated Total Revenue The total value of all active opportunities.
      Opportunities By Stage Breakdown of opportunities across sales stages and the number of deals at each stage.
      Opportunities Past Estimated Closed Date The number of opportunities that are past the estimated closed date.
      Active Opportunities Number of active opportunities that are not yet closed or lost.
      Stalled Opportunities Opportunities with no significant activity or progress for a defined period, indicating potential risk.
      Opportunities created from Deal Registrations Number of opportunities that are converted from a deal registration.
    4. You can also view all the active opportunities from highest to lowest.
      To learn more about the fields on the Opportunity list, see Add and view the details of an opportunity.
    5. View all the opportunities that the user has access to from the All Opportunities tab.