Opportunities and Forecasts
The Opportunities and Forecasts section includes topics covering working with and troubleshooting opportunities, revenue line items, and forecasts.
The Opportunities module (for Professional and Corporate editions) and Revenue Line Items module (for Enterprise and Ultimate editions) contains two fields that function unlike any other fields in Sugar®. When the Sales Stage dropdown field is updated, Probability (%) field automatically updates with a corresponding value. In order to preserve this unique functionality, any changes to the options available in one dropdown list must be accompanied by changes to the other. Both dropdown lists, "sales_stage_dom" and "sales_probability_dom", must be updated when a change in either is desired so that the relationship between the two fields remains intact.
Sales organizations may find it useful to track and report on opportunity life cycles. This article explains how to use Sugar Logic to calculate how long it took to close opportunities which were won. The data can be used to generate a report in Sugar for sales managers to understand the average length of a successful sales cycle for their team and create a plan for improvement.
The progress of opportunities in Sugar is captured in a Sales Stage field. For revenue line item-enabled instances (available for Ultimate and Enterprise editions), the Sales Stage field is available on revenue line items. Other instances will display this field on opportunities records. This article covers the default values for the Sales Stage field and their suggested meanings. To edit or add to the default list of sales stages, please refer to the Adding Custom Sales Stages and Probabilities to Opportunities article.
Last modified: 2016-08-31 21:48:47