To configure this feature:

1. Ensure Configuring X-Pages is complete.
2. Ensure Configuring X-Pages Studio is complete and the user has deployment permissions.

To configure this feature:

1. Ensure Opportunity Management is configured.

2. Navigate to Admin > Users & Groups > Permission Sets.

3. Select the appropriate permission set.

4. Select the Objects tab.

5. Grant the following permissions:

   Object	Object Permission	Object Types	Fields	Field Permission
   opportunity__v	R	opportunity__v	account__v campaign__v close_date__v total_amount__v probability__v weighted_amount__v name__v ownerid__v state__v	Read
   opportunity_line__v	R	opportunity_line__v	product__v net_amount__v	Read
   html_report__v	R	opportunity_management__v	n/a	n/a

1. Download the Opportunity Management Page Template.
2. Log into X-Pages Studio.
3. Create a page using the page template.
4. Customize the page as needed. This step is optional.
5. Deploy the new page using X-Pages Studio.

Before any customization, users can view information in the following sections:

• Filter Row - Allows the user to filter all items on the page, based on close date, campaign, and product
• Overall KPIs - Several KPIs display high level information around the user's current opportunities
• Opportunity Pipeline - Pipeline that displays the different opportunities and their current state (minus Closed (Lost)), to compare the amounts within the different states
• Top Campaigns by Revenue - Table that displays the top 5 campaigns and their total amount, or revenue, to have a quick view the top campaigns
• Opportunities Closed per Month (Won/Lost) - Trend chart that displays the amount of opportunities that have been won and lost over time
• Opportunities - Table that displays all opportunities and their important information at a glance