# The Opportunities Board

The **Opportunities Board** lets you visually track how many **Open** Opportunities are in your Sales Pipeline, see where each of your Opportunities are in the process, and helps you easily prioritize your most urgent or valuable Opportunities first.

You’ll love how the Opportunities Board simplifies lead oversight and ensures everyone is on the same page, so nothing falls through the cracks!

{% hint style="info" %}
NOTE: An Opportunity must have a Pipeline assigned to it to be included in the **Opportunities Board** view.
{% endhint %}

The Opportunities Board is located in the Sidebar under Objectives.

It is comprised of:

1. The **Pipeline** Filter.
2. The **Opportunities and Total Value** Count.
3. **Filters**.
4. **Sort** and **View Options**.
5. **Stages**.
6. **Opportunities**.

<figure><img src="https://1147644816-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FqFXDliIvSA8K3Cduxqo8%2Fuploads%2FEq9A1fSplZ0hbDlfpJ4X%2Fusing-the-opportunities-board%5Cmac.png?alt=media&#x26;token=e06c244c-398b-4c90-8b7e-0934276f7b1a" alt=""><figcaption></figcaption></figure>

1. Select which **Opportunity Pipeline** you want to view in the Opportunities Board to see an overview of the stages and progress.
2. The Opportunities Board shows a column called **Not Started** for any of your new Opportunities. Opportunities stay here until you move them to an actual Stage in the Pipeline.
3. Move your Opportunities to the next Stage in your Pipeline by dragging them from one Stage to the next.&#x20;

<figure><img src="https://1147644816-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FqFXDliIvSA8K3Cduxqo8%2Fuploads%2FvkAanuLwS9hvDtgqk1Rs%2Fusing-the-opportunities-board%5Cstages.png?alt=media&#x26;token=1526ab66-2f98-488b-9fdb-4b907846f48f" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
Pro Tip: As you move a project through the Pipeline, four different Statuses appear at the bottom of the Projects Board. At any time, you can choose to change the Project's status by dragging and dropping it onto one of the following options:

* **Cancelled**
* **Deferred**
* **Abandoned**
* **Done**
  {% endhint %}

## Summary

Congratulations!  You are now flying high with a bird's eye view of all your projects - ensuring you get everything done quickly and precisely - impressing your customers!&#x20;

To review, you have learned how to:

* [x] View Your Opportunities Board&#x20;
* [x] Move your Opportunities through the Stages

### Want More?

[Setting Up Pipelines In Daylite Preferences](https://docs.marketcircle.com/learn/execute-on-projects/projects-board#setting-up-pipelines-in-daylite-preferences)\
[Starting A New Opportunity](https://docs.marketcircle.com/learn/close-more-deals/capture-new-business#capturing-new-business-on-your-mac)\
[Filtering Opportunities Board](https://docs.marketcircle.com/learn/close-more-deals/track-deals-in-pipeline#tracking-deals-in-your-pipeline)<br>