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Add a CRM Opportunities widget to a Dashboard

Use the Opportunities widget to display your CRM opportunity list in a Dashboard, with key opportunity details and the same scope controls available in CRM Insights.

Written by Ellen Kajca

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

  1. Open Dashboards and create or open a dashboard.

  2. Choose Add widget.

  3. In the CRM section of the widget library, select Opportunities.

  4. Save the widget and arrange it on your dashboard as needed.

Review and customize the list

The widget starts with these columns:

  • Opportunity

  • Owner

  • Close date

Use the column picker to show other available opportunity fields. The widget follows the applicable CRM Insights owner and date scope, helping you focus the list on the opportunities relevant to your report.

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.

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