Linking a dashboard to an opportunity in the opportunity register is a helpful way to visualise the performance of your projects and initiatives in real time.

Start by typing in the select field. This will bring up a list of dashboards that are visible to you. You can select one or more dashboards from the list and link as many dashboards as you need to an opportunity.

By linking your dashboard to the opportunity, you can track key metrics, such as potential savings, and use that information to make informed decisions about your initiatives. This is unique to an opportunity and not carried over during Opportunity Duplication.

To unlink, click the Remove button alongside a dashboard's name. This will unlink the dashboard from the Opportunity.