Opportunities Won by Month is a visualization card available for AdvisorEngine CRM Dashboards. For a full list of available cards, see Dashboards Card Library.

Opportunities Won by Month

The Opportunities Won by Month shows the total value of won opportunities each month over a set date range

For a won opportunity to appear in the chart it must:

• Have the Won/Lost status set to Won.
• Have a Completed Date in the date range set on the card’s filter.
• Have an Actual Asset Value, Recurring Revenue, or Non-Recurring Revenue entered, depending on the View By option set for the card.

View By

By default the card shows the total Actual Asset Value of the won opportunities in each month shown. Use this drop down to see Recurring Revenue or Non-Recurring Revenue instead.

Set Date Range

By default the card shows the current YTD values. The date drop-down can be used to select up one of the five previous years, assuming data is available.

Hover

Hover over any bar on the graph for details of how many won Opportunities are included and the total value for the month of whichever is set in the View By filter.