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The Opportunity and Dashboard buttons are governed by a particular User Right. Not all Chase users are able to see these buttons on the Main Manu however they can be seen by users who have the L code in their user right. For more details on how to assign user rights please follow this link How to assign rights to a user.

Opportunity window:

The opportunity enters CRM as stage Lead, and the opportunity passes through a series of qualifying stages such as Prospect, Proposal, and finally being won or lost.

The Sales Rep and Sales Manager Opportunity window views have different buttons/columns.

The Sales Rep will only be able to add an opportunity and view all opportunities created by him/her. On the Sales Rep window, there are buttons that you will not see and only Sales Managers will be able to see them. This is governed by the Is Sales Manager checkbox on the User Details window. For more details about the Is Sales Manager, checkbox click on this link Users.

The Sales Manager will be able to see all opportunities created by Sales Rep, Filter per user, Assign Opportunities, and Auto Assign. The differences are with the Sales Rep window you only see opportunities created by you.

 



Company name

Fields

Description

Company Company name of new client.

Description

This is the name the User chooses for an opportunity.

Contact

Enter the name of the contact person at that company.

Contact Number

The primary external contact's number for the opportunity.

Date Added

The date when the lead was added.

Target Date

The target closing date.

Status

The current status of the opportunity as per the set status names. User can configure these names in the Look Up code section.

  • Prospect
  • Proposal
  • Accepted
  • Declined
  • The default for Status is set as Prospect

Probability

The likelihood of closing the opportunity, and having it become a job bag.

Cost Price

The cost to company of the sale.

Sale Value

Estimated monetary amount of the opportunity.

Assigned To

User who created the opportunity and is assigned to it.

Client Parent CompanyThe holding company for the new client.
FY Est RevenueEstimated rand revenue if won in the current fiscal (full year).
FY Annualised RevenueFull year annualised rand revenue (a 12-month figure, ignoring fiscal). This column must be equal to or greater than Full Years Estimated Revenue.
IndustryProspective client industry.
Last ActionEnter notes about the status of the latest activity on the opportunity.
Last Action dateThe latest activity date. This field will populate with the last date that the user added notes in the Last Action field. Users will be able to change the Last Action Date however they cannot add the Last Action Date before adding the Last Action.
Due DateThe next activity on the opportunity set as a Reminder date on the opportunity.

Upload File(s) button

Allows you to upload external documents.

Notes

Add additional notes about the opportunity in this section.



Dashboard window:


Dashboard allows you to get a big-picture perspective, or drill down to a very detailed view, by easily creating and personalising the dashboard to display the metrics most relevant to you, your staff and any other relevant personnel given permission.



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 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%.