Atlas — SA Engagement Tracker

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SA Engagement Tracker — sign in to continue

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Atlas

SA Engagement Tracker

Opportunities

Reports

Admin

Workspace / Dashboard

MS

Maria Santos

Solution Architect · Brazil

Help

Help & resources

User Manual How to provide weekly report Manage weekly report

Account

Change password

Enter your current password, then choose a new one.

Current password

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Opportunity

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Overview

Edit Details

SA Team

Effort

Opportunity Name

Account

SFDC ID

Region

Stage

Led BU

Amount

Business Type

Start Date

Close Date

Process Milestone

Next Milestone

SVR Date

DR2 Date

Logged Hours

Forecast Hours

Assigned SAs

Add SA to team

New Opportunity

Opportunity Name

Account

SFDC ID

Region

Stage

Led BU

Amount

Business Type

Start Date

Close Date

Process Milestone

Next Milestone

SVR Date

DR2 Date

Forecast Hours

SA Team

Log Milestone

Type

Date

Opportunity

Status

Notes

New Process Milestone

Milestone Name

Sequence

Description

Depends On

The milestone that must complete before this one can start.

New SA

Full Name

Lead / Manager

Email

Area of Expertise

Region

Country

Available Hours / Week

Enable SA

Controls whether the SA appears in reports, forecast, and capacity, and can be allocated to opportunities or log hours. Does not affect whether the SA can sign in.

Add Country

Country Code

Country Name

Working Hours / Week

Public Holidays / Year

SA Details

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Team Capacity

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Import Opportunities

Select the opportunities workbook (.xlsx) exported from Salesforce, with its "Opportunities" and "Architects" tabs. It will replace the daily import file and the batch import will run immediately.

Workbook file

This will upload to storage as opportunities.xlsx and run the opportunities import batch job right now, updating live opportunity data. Continue?