View CRM opportunities in a Dashboard
The CRM Opportunities widget lets you add your opportunity pipeline to a Hive Dashboard. It uses the same opportunity list available in CRM → Opportunities, so you can review opportunity details alongside other dashboard reports.
CRM Opportunities widget only shows if Hive CRM is on for that workspace, and you personally have CRM access.
Add the Opportunities widget
Open Dashboards and create or open a dashboard.
Choose Add widget.
In the CRM section of the widget library, select Opportunities.
Save the widget and arrange it on your dashboard as needed.
My opportunities widget
Choose My opportunities in the widget library to see all open opportunities you own. It always shows the opportunities of whoever is viewing the dashboard, so there is no owner to set. It starts with the Opportunity, Estimate, and Close date columns. Use the Estimate column to create an estimate, continue one in progress, or open the proposal.
Review and customize the list
The widget starts with these columns:
Opportunity
Owner
Close date
To change the columns, click + after the last column header to open the Fields panel. Search for a field, move it between Shown and Hidden, or drag it to change the column order. Click Save or close the panel to keep your changes. Column changes apply to everyone who views the widget. The + does not show on a read-only dashboard. The widget follows the applicable CRM Insights owner and date scope, helping you focus the list on the opportunities relevant to your report.
Filter from the column headers
Hover over the Owner, Stage, Business type, Forecast, Amount, or Close date column header and click the filter icon.
For Owner, Stage, Business type, and Forecast, search the list, check the values you want (or use Select all / Deselect all), then click Apply. Nothing changes until you click Apply.
For Amount, enter a minimum, a maximum, or both, then click Apply. Click Clear to remove the filter.
For Close date, pick a start date, an end date, or both. The filter applies as soon as you pick a date; clear both dates to remove it.
Header filters are saved to the widget, so everyone who views it sees the same filtered list. Owner and Stage filters are the same settings as Owner and Stage in the widget's Configure panel. The My opportunities widget has no Owner filter. If you hide a column, its header filter is removed. Header filters are not available on a read-only dashboard.
Linked project column
Turn on Linked project in the Fields panel to see each opportunity's delivery project. Click the project name to open the project.
No linked project shows when the opportunity has no linked project. Archived and deleted projects are not shown.
Private project with a lock icon shows when the project is linked but you do not have access to it.
Availability and scope
The widget is available from the existing CRM insights widget library. It displays opportunities only; it does not provide board or rep-performance views, and it is not automatically added to CRM Home.