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Component documentationSales Opportunities Locate this document in the navigation structure

 

The Sales Opportunities module lets you track and analyze pending opportunities according to the progress of activities such as meetings, negotiations, and other proceedings in the sales pipeline.

Comprehensive forecasting methods enable you to project potential earnings and prioritize sales activities.

Using the various tabs of the Sales Opportunity window you can process a sales opportunity from creation and field configuration, through updating and reporting, to closure.

Some features of this module include being able to do the following:

  • Link a variety of documents

  • Designate an owner for a sales opportunity

  • Select a different owner for each stage of a sales opportunity

  • Determine employee access to the contained information

  • Generate table and graphical reports to provide different formats for analysis

    • Analysis can be per stage, per user, or a high-level overview displayed in the Statistics report.

    • Reports can be filtered by such parameters as business partner, sales employee, and time period.