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- Groupings based on “Group by” toolbar option. Use the "More groupings" link in the menu to group by other fields, or by multiple levels.
- Subtotals for each group, aligned to header summary data amounts and calculations
- Take action on the opportunities using the Action Menu at the end of each row.
- Inline Editing of Opportunity fields: Amount, CloseDate, Stage, Next Step
- Flag deals by clicking icon
- Sort by clicking column headings
- Open/Close groupings
- Additional Fields can be added to the column data
Groups and Subtotals
- Each Group in the Table View show subtotals
- The subtotal data aligns to the Header, with help text mouse overs to clarify what is being sub-totaled
- The groupings options are ordered as follows:
- Sales stages in the order they are in the Opportunity setup
- Forecast Categories in reverse order (ie. commit, best case, pipeline, closed, omitted)
- Date Fields is chronological order
- All other fields are sorted by the group subtotal amount in descending order, with None last
- Within each group, deals are sorted by Amount value by default.