You can view and manage your pipeline of opportunities by clicking on the Opportunities link in the left-hand navigation menu:
It displays your opportunities according to the filter on the left-hand side. There are three views that you can choose to view the opportunities. They all respect the filter.
List view
This is the List view:
You can select the columns you wish to view, and download the data to a CSV file, or produce a PDF report - using the icons above the filter.
Board view
The Board view uses the Kanban approach to displaying and managing opportunities on a board which allows you to see and move them to the next stage by dragging and dropping into the appropriate stage column:
| NOTE: board view is only available when you have selected one Opportunity Type in the filter. |
Features of the Board view include:
- Number of days in the stage is shown in green if more than a week until max days in stage; amber if 7 days or fewer remain until max days in stage; and red if it has exceeded the max days in stage
- the band on the left-hand side of the opportunity "cards" is colour coded according to the opportunity's outcome:
- blue - outcome not yet set
- green - positive outcome
- amber - neutral outcome
- red - negative outcome
- when moving an opportunity into a stage any tasks associated with that stage are automatically created (see take care to move them only one to avoid duplicate charge).
- the final "Completed" stage is there as the final stage for all opportunity types. It is a place to put opportunities that are now finished, to stop them from cluttering the display
- you can hide a column by clicking the stage name on the column header
- clicking on a stage
Charts view
Charts view displays the monetary value of opportunities in a variety of charts.
| NOTE: the Opps by Stage chart is only available when you have selected one Opportunity Type in the filter. |
You can choose whether the values show are the Forecast Amount (as opposed to the Opportunity amount). Forecast amount is opportunity amount multiplied by the forecast percentage. For example a £100 opportunity with 70% forecast percentage has a forecast amount of £70.
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