Opportunities and Forecasts
The Opportunities and Forecasts section includes topics covering working with and troubleshooting opportunities, revenue line items, and forecasts.
Topics
The Opportunities and Revenue Line Items modules (not available in Sugar Serve) contain two fields that function unlike any other fields in Sugar®. When the Sales Stage dropdown field is updated, the 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.
The Revenue Line Items module consists of individual line items, related to an Opportunity, that represent the prospective sale of a particular product or service and includes relevant sale data. The records in the Purchases and Purchased Line Items modules represent the products or services you have sold to clients and provide a historically accurate and time-aware picture of the status and worth of your accounts. When a revenue line item record and its parent opportunity meet the necessary criteria, automatic generation of purchase and purchased line item records is triggered. This article discusses the use cases for generating purchase data for historical revenue line item records and ways to customize the automatic generation of purchase data based on your needs.
The progress of opportunities or revenue line items in Sugar is captured in the Sales Stage field. If your instance is configured to use revenue line items, the field is displayed in that module. Opportunity-only 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.