The core feature: filter and list opportunities by keyword, org, owner, stage, fiscal year, and more.
Pick a Department and the other filter candidates automatically narrow to only what's actually used within it. Combined parent-dept + affiliation narrowing is supported too.
Matches opportunities where any of their multiple products starts with your search term — perfect for product-level deep dives.
One-click toggles for won-only, lost-only, or open-only. Filter by account rank (Platinum through Promising) too.
Narrows won or lost deals with 5+ activities down to the top 20 by amount × activity count, so you can pick out the important deals you did (or did not) manage well.
Closes the button row and forecast-change area and also hides opportunities with no next action, giving the opportunity list as much room as possible.
A "?" beside every category heading and every button explains, on the spot, what that group or button does.
Show only the columns you need — Insight Rank, Action Score, Close Probability, activity cadence, and more. Settings are remembered.
Pin important deals to keep them at the top regardless of filters. Add a free-text memo to any opportunity.
Your filter state is saved to localStorage — the exact same screen greets you next time you open the panel.
Change the owner or affiliation for multiple selected opportunities at once. Same-name users or departments are disambiguated automatically, and any mistaken run can be undone.
Download a template, edit it, and upload it back to bulk-create or bulk-update opportunities and their to-dos/events. Dropdown lists in the template help prevent typos.
Toggle the delete flag on or off for multiple selected opportunities at once — no more list re-ordering after every single toggle.
Experience drill-down analysis with the Sales and Order graphs.