Opportunity Pipeline
Located on the Summary tab of the Home Workspace, these charts show you how much value you have in your opportunities.
Product Opportunity Pipeline
This chart shows you the value of opportunities at each stage of completion.
Pipeline by Product Type
This chart shows you the value of open opportunities listed with each product.
For an opportunity to be included on either of these charts:
- Choose one of the Product Opportunity templates to create your Opportunity
- Ensure FA is chosen in the Owner field – Only the Owner will see this opportunity as part of their Opportunity Pipeline
- Set the correct Stage the opportunity is currently at
- Give it an expected amount
- Set its date to this calendar year
- Ensure the currency is set to the correct option
- Assign it a product with a name
- Be assigned in its coverage group
There are other fields that can and should be used when setting up an Opportunity, but only those above are essential for them to appear correctly in the Opportunity Pipeline. For a complete list of the fields in the opportunity and how to use them see How to Create a Product Opportunity.
A Product Opportunity will remain on these charts until it is given an outcome. Parent Opportunities will not appear on these charts, however Product Opportunities you create from them will.
Note:
- If you are set as the owner of a product opportunity, but are not in that opportunity’s coverage, you will not see it on these graphs.
Related Articles
Sales Pipeline for G5
The English language has a wonderful feature called Homophones, which are two words that sound the same, but mean different things. Dads everywhere rely on this feature for some of the most naturally flowing humor in the world. Unfortunately, it also ...Opportunity Workspace
Opportunity Workspace The Opportunity Workspace lists all the opportunities you have access to. You can use this workspace to review opportunities, manage activities associated with your opportunities, and create new and edit existing opportunities. ...Deal and Opportunity Reports
You can use the Reports Workspace to create reports you may need for Opportunities. For instructions on the Reports workspace and how to build reports, review these articles . The Report workspace divides Opportunities into two different areas for ...Marking an Opportunity Complete
Go to the Opportunity Workspace and click on the description of the Opportunity you want to mark complete: Click the 3-dot button in the banner button and select Edit. Set the stage to Closed - Lost or Closed - Won as appropriate. Set the Outcome to ...Products in a Parent Opportunity
There are several things you can do with the products that have been assigned to a Parent Opportunity. Go to the Opportunity Workspace. Click on the description of the opportunity to open it. Go to the Products Card and click the dropdown arrow to ...