Deleting from the Dashboard

Deleting Opportunities

You can delete Opportunities from the Dashboard.  Please note that deleting an Opportunity is final and cannot be undone.  Deleting an Opportunity only removes the financial data from your forecast and eliminates the Opportunity and all related Quotes from your view.  The physical files will still remain in your shared file storage location (network drive or SharePoint).

1. Click the row for the Opportunity you want to delete
   • You can use your Ctrl key to select more than one Opportunity
2. Go to Actions at the top of the window
3. Choose Delete Opportunity(s)

Deleting Quotes

You can delete Quotes from the dashboard as well.  Please note that deleting a Quote is final and cannot be undone.  Deleting a Quote only removes the financial data from your forecast and eliminates the Quote and all related documents from your view (it does not remove the Opportunity it was associated to).  The physical files will still remain in your shared file storage location (network drive or SharePoint).

1. Click the row for the Opportunity you want to delete
   • You can use your Ctrl key to select more than one Opportunity
2. Go to Actions at the top of the window
3. Choose Delete Opportunity(s)

Go back to User Guide for SDA Dashboard

Go to SDA Dashboard Definitions