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 dashboard's opportunity owner and close date filters. See Dashboard filters below.
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.
Dashboard filters
The Opportunities and My opportunities widgets follow two dashboard filters: Opportunity owner and Opportunity close date. Other dashboard filters do not change these widgets, for example Opportunity state or Opportunity outcome. The widgets always show open opportunities only.
To add a filter, select Filter at the top of the dashboard, then select Add filter in the Dashboard filters panel. The opportunity filters are in the Opportunity fields group. This group shows only when CRM is on for the workspace. A new Opportunity close date filter starts at This month. On CRM Insights, the team and date pickers set these same filters.
Header filters win. If the widget has its own Owner header filter, the dashboard owner filter does not apply to it. If the widget has its own Close date header filter, the dashboard close date filter does not apply to it. The other dashboard filter still applies.
My opportunities always shows the opportunities of the person who views the dashboard. The dashboard owner filter and the CRM Insights team picker do not change it. On a regular dashboard, it follows the close date filter. On CRM Insights, it ignores the date picker, so opportunities that close later, have no close date, or are overdue stay in the list.
No opportunity filters: if the dashboard has no opportunity filters, Opportunities shows all open opportunities. It does not limit the list to this year.
If My opportunities shows No open opportunities you own yet., a dashboard close date filter can be the cause. Check the dashboard filters before you look for missing opportunities.
Keep one widget out of the dashboard filters
Hover over the widget and select Configure widget (gear).
Turn on Ignore dashboard filters.
Select Save.
The widget then shows all open opportunities. On CRM Insights, it also ignores the team and date pickers. The widget's own header filters still apply.
You can also use the dashboard filters panel. Select Filter map, then select the widget and turn on Ignore dashboard filters. The change saves immediately. The Filter map shows Inherits or Ignored for each widget. You must be able to edit the dashboard to change this setting.
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.
FAQ
Why is my Opportunities widget list longer or shorter than I expect?
The Opportunities and My opportunities widgets follow the dashboard's Opportunity owner and Opportunity close date filters. On a dashboard with opportunity filters, the list shows only the opportunities that match them. On a dashboard with no opportunity filters, Opportunities shows all open opportunities, not only those that close this year.
To limit the list to a period, add an Opportunity close date filter to the dashboard, or set a Close date header filter on the widget. To show all open opportunities in one widget, turn on Ignore dashboard filters for that widget.
Why does a total show "+2 currencies"?
Hive does not convert amounts between currencies. When opportunities use more than one currency, CRM totals keep one subtotal for each currency. Board column totals, the summary cards on the Opportunities page, the By rep view and the Pipeline number on CRM Insights show the subtotal in your workspace currency, then +1 currency or +N currencies. Hover over or select it to see Totals by currency. On the Pipeline map, hover over an account to see its open pipeline for each currency.
Chart widgets that sum opportunity Amount use the workspace-currency subtotal for each bar or point. Hover over a category to see the separate currency totals, including when its workspace-currency subtotal is zero. Number widgets show a subtotal and +N currencies when other currencies are present; select it to see each subtotal. When the workspace-currency subtotal is zero and another currency has a value, the Number shows that currency instead. Hive does not convert currencies.
What does "Unknown currency" mean?
Hive shows Unknown currency when it cannot tell which currency an opportunity's amount uses. Hive leaves that amount out of the currency subtotals, but still counts the opportunity. The total then shows, for example, (1 deal excluded). On the Pipeline map, the account shows deals with unknown currency.
A new opportunity with an amount uses your workspace currency. An admin sets it in Workspace Settings. An opportunity without a currency counts as the workspace currency. An opportunity from HubSpot keeps its HubSpot deal currency.
To fix Unknown currency, open the opportunity:
If the amount shows Overridden, select Sync opportunity amount from estimate. The amount then uses the currency of the estimate.
If the estimate has lines in more than one currency, change the lines so that they all use one currency.