Entering a New Opportunity – To enter a new opportunity or edit an existing opportunity, go to the Sales Update screen for the record. In the Sales Opportunity section, click on the Add button. In the Opportunity Detail pop-up, enter the details for the opportunity and press Submit.
Entering, Editing or Deleting an Opportunity – To edit or delete an existing opportunity, go to the Sales Update screen for the record. If one or more opportunities have been entered, the opportunity name(s) and a brief summary will appear in the Sales Opportunity section. To edit or delete an existing opportunity, click on the Opportunity Name Hyperlink. In the Opportunity Detail pop-up, enter the necessary changes or additions and press Submit. To delete the opportunity, press delete.
Searching Opportunities – Users with the necessary access privileges can search on opportunity-related values from the main search screen. Keep in mind that the Search Results screen will display all records with one or more opportunities that meet the criteria you specified.
Reporting on Opportunities - To access opportunity-specific reports, follow the same instructions as for standard reports and choose the desired report from the Opportunity Reports section of the report type selection list. Note that many of the Opportunity Reports have default sort parameters pre-selected. In addition, when you view the report, if you wish to display the report with alternate sort parameters, click on the gray Sort Report tab and choose the values you wish to use to define the report sort order. From the Report display page, you may choose to Download, Print or Email the report.
Opportunity Report Types
- Opportunity Forecast: Provides an overview of all forecasted opportunities to which you have access. Displays only opportunities with an opportunity forecast date entered; Default sort by: Opportunity Forecast Date (ascending), Total Opportunity Value (descending), Win Probability (descending). Opportunities with a past forecast date (i.e. before the current month) are highlighted.
- Opportunity Forecast Update: Displays all opportunities, including those without an opportunity forecast date entered with multiple entries shown on a single screen for easy updating. Default sort by: Opportunity Forecast Date (ascending), Total Opportunity Value (descending). Opportunities with no forecast date entered are displayed first and opportunities with a past forecast date (i.e. before the current month) are highlighted
- Opportunity Highlights: Default sort by: Opportunity Last Updated Date (descending), Total Opportunity Value (descending). Opportunity Description and Opportunity Notes are displayed if they have been entered, including the datestamp and username.
- Closed Opportunity List: Provides a summary of all opportunities to which you have access where the Sales Stage that is equal to "Closed" and includes a total value. Default sort by: Opportunity Close Date (descending), Total Opportunity Value (descending).
- Sales Stage Summary (Bar Chart): Provides a graphical representation of the sales stage of all opportunities.
- Opportunity Status Summary (Bar Chart): Provides a graphical representation of the opportunity status of all opportunities.
- Opportunity Detail: Offers users a tool for reviewing key information on opportunities for better tracking of progress. Includes basic contact details such as name and phone number for the primary contact. Default sort by: Opportunity Last Updated Date (descending), Total Opportunity Value (descending).
- Opportunity Overview Report: A basic list of opportunities for a quick management review. Default sort by: Company Name (alphabetical), Opportunity Name (alphabetical), Total Opportunity Value (descending).
- Opportunity Pipeline: Reports on all open opportunities organized by sales stage to help determine which opportunities are at which stage in the pipeline. Default sort by: Sales Stage, Opportunity Forecast Date (ascending), Win Probability (descending), Total Opportunity Value (descending).
- Product/Services Forecast: Presents opportunities organized by product/service. Default sort by: Product/Service (alphabetical), Opportunity Forecast Date (ascending), Total Product Value (descending), Win Probability (descending). Opportunities with a past forecast date (i.e. before the current month) are highlighted.
- Sales Team Summary: Provides a team-oriented progress report, with a summary of all opportunities organized by Group and Account Manager. Default sort by: Group/Org (alphabetical), Sales Rep (alphabetical), Win Probability (descending), Total Opportunity Value (descending). Opportunities with a past forecast date (i.e. before the current month) are highlighted.
