Viewing the total value of opportunities

At the top of every list of opportunities, Insightly includes an information bar that calculates the number and total worth of the listed opportunities and displays them by currency.

The total in the bar changes dynamically depending upon which opportunities are in the list, so it will always update based on filter changes.

For example, you can create a custom filter to see how many opportunities you have with a forecast close date in the next 30 days and their total value. You might also track the total value of all open opportunities for a specific user.

 

Opps filter value

You can also click on a tag in the sidebar to see the total number and value of opportunities with a specific tag.

Opps tag value

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