Easily view opportunities in a single screen both in chart and table format
The table shows all opportunities, while the charts and KPIs offer an overview. With this page you can do any of the following:
- Search or filter to drill down to the opportunities you want to see
- Click on portions of a chart to drill down and see the opportunities in that section
- Create a new opportunity using a step-by-step process
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Page API: V2
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Data source: Uses default Salesforce data source
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Design system: Download this Design System file. Use the Import function on the Design System page to add this design system to your org.
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Page XML: Copy the XML from this page, or save it as an XML file, and upload it as a new page in your Salesforce org.
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Add filters through the Show Filters action, then hide them for more screen real estate while continuing to see the active filters on the table.
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The KPIs are Skuid UI-Only Formula fields - so you do not need to worry about using up any of your roll-summary fields on your Account object.
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The Modal that appears when clicking "New Opportunity" is completely configurable and no code was necessary - it's one of the many actions available to call from Skuid's Action Framework ("Show Modal").