> For the complete documentation index, see [llms.txt](https://docs.rox.com/development/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.rox.com/development/product/revenue/opportunity-boards.md).

# Opportunity Boards

Create your individual boards that can organise & aggregate opportunities based on various filters - be on top of the opportunities that your team is responsible for

<figure><img src="/files/hqxSDNEY86VEnSzvvOtk" alt=""><figcaption></figcaption></figure>

### Creating a new board

1. Click on the current board at the top of the page ⇒ Create board

<figure><img src="/files/LGthzjIOCXae72E3N2U3" alt=""><figcaption></figcaption></figure>

2. Give your new board a name
3. Apply global filters when you want to view only a certain type of opportunities. Example - view opportunities which have a close date for next quarter

<figure><img src="/files/CyA8E1BybaNkUAisBGEu" alt="" width="563"><figcaption></figcaption></figure>

4. Choose the columns you want in the table view and the column you want to use for aggregating total amount of the pipeline
5. Create various tabs for your board and add filters

<figure><img src="/files/mn1IddPp5Y1Q34Ma33LX" alt="" width="563"><figcaption></figcaption></figure>


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://docs.rox.com/development/product/revenue/opportunity-boards.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
