Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/X_Pages/X_PagesStudio/PageTemplates/OpportunityManagementTemplate.htm

## Using the Opportunity Overview Template

The Opportunity Overview template helps content creators to quickly create an X-Page that allows end users to view information regarding their opportunities, including KPIs, pipeline, and revenue. Content creators can customize the template using X-Pages Studio. The Opportunity Overview template, when deployed, creates a home page for the [Opportunity Management Overview](../../../OpportunityManagement/OppMgmtDashboard.htm) dashboard.

For information on using X-Pages Studio templates and configuring content creators to use templates, see [Using X-Pages Studio Template Library](Templates.htm) .

**Who can use this feature?**

* Content Creators - Browser
* [Using the Opportunity Overview Template](#Using)
* End Users - Browser
* [Using the Opportunity Overview Template](#Using)
* Users do not require an additional license

### Configuring the Opportunity Management Template for

[![Closed](../../../../../Skins/Default/Stylesheets/Images/transparent.gif)Content Creators](#)

To configure this feature, ensure [Configuring X-Pages Studio](../StudioConfigure.htm) is complete and the user has deployment permissions.

[![Closed](../../../../../Skins/Default/Stylesheets/Images/transparent.gif) End Users](#)

To configure this feature:

1. Ensure [Opportunity Management Overview](../../../OpportunityManagement/OppMgmtDashboard.htm) is configured.
2. Ensure [Configuring X-Pages](../../X_PagesConfig.htm) is complete.
3. Navigate to **Admin > Users & Groups > Permission Sets**.
4. Select the appropriate permission set.
5. Select the **Objects** tab.
6. 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 |

### Using the Opportunity Overview Template as

[![Closed](../../../../../Skins/Default/Stylesheets/Images/transparent.gif)Content Creators](#)

To use the Opportunity Overview template:

1. Log into **X-Pages Studio**.
2. Select the **Studio Templates** tab.
3. Select the **Opportunity Overview** template.
4. Select **Use Template**.
5. Customize the new page as needed. This step is optional.
6. [Deploy](../DeployPage.htm) the new page using X-Pages Studio.

[![Closed](../../../../../Skins/Default/Stylesheets/Images/transparent.gif) End Users](#)

![](../../../../Resources/Images/X-PagesStudio/Templates/Opportunity Management.png)

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

### Related Topics

[Opportunity Management Overview](../../../OpportunityManagement/OppMgmtDashboard.htm)