Home Page¶

The Opportunity Hub home page is the starting point for managing and viewing all opportunities submitted by collaborators.

We can divide the home page into three main sections: Data, Opportunities, and Actions.

Data¶

At the top of the home page, general data from the Opportunity Hub is displayed. Through this data, it is possible to get an overview of the performance of submitted opportunities.

The following data is displayed:

Number of opportunities
Opportunities automatized
Projected ROI
Projected FTE
Potential savings

Opportunities¶

Below the data, opportunities can be viewed as a list or Kanban.

Each opportunity is classified by status, indicating the stage the opportunity is currently in within the workflow.

To facilitate the search for opportunities, you can use the search, filter, and sorting menu.

Search: Type the opportunity name in the search bar.
Filter: Apply filters to find opportunities:
- Status
- Repository
Sorting: Select the desired order:
- Most recent
- Score
- Implementation difficulty
- Priority
- Projected ROI
- Projected FTE

Card Composition¶

Each card contains information about the opportunity and is composed of:

Date the opportunity was submitted
Opportunity score
Current status of the opportunity
Prioritization (if applicable)
Opportunity title
Name of the person who submitted the opportunity
Area of the person who submitted the opportunity (if applicable)

Actions¶

On the Opportunity Hub home page, there are some actions that can be performed through the buttons:

Settings¶

At the top right of the screen, there is a Settings button with a gear icon that redirects to the settings page for variables and submissions.

Variables

This is an essential configuration for the Opportunity Hub to function. Variables are the criteria that impact the scoring of an opportunity, and they can be customized according to business needs.

Tip

See more details in Variables

Submissions

Through this configuration, it is possible to manage the collaborators who can submit opportunities to the Opportunity Hub.

Tip

See more details in Submissions

New Opportunity¶

Next to the settings button on the Opportunity Hub home page, there is a New Opportunity button that allows the creation of a new opportunity, redirecting to the create opportunity page.

Tip

See more details in New Opportunity

At the top of the screen, next to the data, there is a Share External Link button. This button allows the internal Opportunity Hub team to invite other collaborators to submit opportunities through an external form.

Tip

See more details in Share