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Sections

Description

Opportunity Pipeline

The pipeline displays only the User's opportunities for the current week, consisting of four statuses of the opportunity in the diagram, those being

  • Prospect
  • Proposal
  • Accepted
  • Declined

Open Opportunity

The view is in a table format and contains the following information:

  • Open Opportunities
    • Prospect
    • Proposal
  • Number of open Opportunities per status


    The default setting is All users, which displays the users in the Sales team. Doing this to keeps them competitive.

Margin Vs Sales Value

The bar chart contains the following data, which is pulled from the Opportunity table:

  • Total Margin and Sale Value of Prospect for the time selected.
  • Total Margin and Sale Value of Proposals for the time selected.
  • Total Margin and Sale Value of Accepted for the time selected.
  • Total Margin and Sale Value of Declined Proposal for the time selected.

Probability Report

The Probability Report graph will display a comparison of the captured Probability percentage value against the selected Month. The percentage counting from 10% and incrementing by 15 throughout up to 100%.