Find Changed Deals at a Glance
Opportunity deal change highlights help your sales team prioritize
work by showing recent changes to amounts and close dates. For example, knowing which deals
changed helps sales managers with their weekly coaching sessions. In the opportunities list
view and Kanban view, text colors and arrows indicate amounts and close dates that changed
during the last 7 days. And users can hover over an arrow to get details.
Where: This change applies to Lightning Experience in Unlimited Edition.
Why: Changes to opportunity amounts and close dates now show motion indicators for 7 days.
Red text and arrows indicate amounts that decreased and close dates that were pushed out (1). Green text and arrows indicate amounts that increased and close dates that were pulled in (2). Hover over an arrow to see what changed, who changed it, and when (3).
How: Opportunity deal change highlights are turned on by default, but you can turn them off (and back on) via Opportunity Settings in Setup.
Enterprise API and Metadata API support opportunity deal change highlights.