How to check Similar Opportunities?

Similar Opportunities : In Salesforce if you want to find similar opportunities from your entire organization. Below is layout of it.

Similar Opportunities

In above page layout you can see below sections.

  1. Search Criteria : here you can select your criteria like : Account Name, Contact Role, Opportunity Owner & Probability (%) also.
  2. Similar Opportunities : in this section you will get result of your criteria. Also you can select “Close Date within” some period like : Last 3 months, Last 3-6 months, Last 6-9 months, Last 9-12 months. Result will change automatically depend on your Close Date.
  3. Bookmark : After getting Similar Opportunity you can select that particular opportunity and click on Bookmark & see below image. you can do bookmark your similar opportunities.

Similar Opportunities

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