Opportunity management

A management dashboard that lets sales reps see, update, manage and edit their opportunities.

About the demo

With the Opportunity Management app, salespeople can stay current on the opportunities most relevant to them—whether it’s opportunities assigned to them, opportunities in a specific region, or a specific individual opportunity. Instead of jumping between multiple records to view, compare, and edit opportunity data, sales reps can find everything they need in the same screen. Use filters to see exactly which opportunities they want to see, without leaving the page. View summaries of individual opportunity records and edit these records on the spot. In addition, create a new opportunity using a step-by-step process.

More Resources

Get the files for this page

Solution Overview & Video

Demo Creator

Open demo
Flat style character illustration of a man holding a laptop.

Will Skuid work for you?

Get answers to all the questions you have about how Skuid works and fits in your Salesforce org.
Get a Demo

More demos

Account dashboard

Account dashboard

An account dashboard made with SAP and Salesforce CRM data.

See demo
Customer request form

Customer request form

A form that acts like an app and shows only fields users need to see.

See demo
Quick order

Quick order

A mobile-friendly app for reviewing and creating orders.

See demo
Revenue and expense dashboard

Revenue and expense dashboard

A single dashboard where users can evaluate business ops from pipeline to customer satisfaction.

See demo
View all demos