Pin content on boards
Boards allow you to gather and group content of VOGSY that is relevant for you.
Organizations, persons, opportunities, projects and charts can each be pinned on your board by pressing the pin icon. You can invite others in VOGSY to follow your boards, or get invited to follow the boards others. You can only edit a board if you created it.
You have some specific opportunities you want to keep your eye on. Pin them on a board, together with the Sales Funnel chart to see how they progress.
Create a board with specific charts of your financials, and add the two 'cash cow' projects that are responsible for it. Do you see something interesting? Invite your manager to follow it and share your thoughts in a note on this board.