Sales Opportunity: Potential Tab

Use this tab to estimate the potential profit from the sales opportunity, and the duration of the process.

To access this tab, choose Sales Opportunities Sales Opportunity Potential .

Note Note

This topic documents fields and other elements in this window that either are not self-explanatory or require additional information.

End of the note.

Predicted Closing In
Enter time span, in number of days, weeks, or months, until expected close of sales opportunity.

Predicted Closing Date
Expected conclusion date, based on value in Predicted Closing In field; editable.

Potential Amount (mandatory)
Specify total amount expected for this sales opportunity.

Weighted Amount
Potential Amount multiplied by Closing % (last stage).

Gross Profit %
Specify expected profit from final sale as a percentage rate. Gross profit is calculated from the last attached sales document.

Gross Profit Total
Sum of Potential Amount and Gross Profit %.

Level of Interest
Select a description indicating customer interest in this sales opportunity.

Interest Range, Description
Specify scope of interests, such as real estate or health care, of business partner.

Interest Range, Primary
Of those listed in the table, indicate most significant interest of business partner.