Choose data selection options to home in on the deals you're interested in.
- Team
- View
- Date Range
- Select a financial period.
- Use the date fields to define a custom date range.
- Filter
When you select a team, summary totals are shown for its members.
The drop-down includes teams you have set up for your own use, and any other teams that have been shared with you by the administrator.
A view is a particular way of reporting on your business.
The view you select determines which totals are shown in the summary area.
It also determines which columns are available in the opportunity details area.
To narrow down your data selection to a particular span of time, you can either:
Opportunities with a CRM Close Date within that span of time are shown.
You can further refine your data selection by applying filter criteria to it.
Your administrator can set up quick filters for your use. These can help you to quickly apply particular business rules to the data.
You can also manually set up custom filters.
Note: Your personal data selection options are stored, so that the next time you open TeamView on the same device and browser, your most recent options are still applied.