Opportunity

Tracks a CRM Deal or Opportunity

Manage Opportunity Records in AnyDB

The Opportunity business object tracks a CRM deal or sales opportunity. It provides a central place to manage the opportunity, type, priority, assignment, sales stage, expected close date, potential value, probability, weighted value, and supporting notes.

Description

Use the Opportunity object to manage potential new and expansion business through the sales process. It can track the current sales stage, assign ownership, estimate deal value and probability, calculate weighted pipeline value, identify the expected close quarter, and distinguish between open, closed, new, and expansion business values.

Included Fields

Opportunity

  • Opportunity ID
  • Opportunity Name
  • Opportunity Type
  • Priority
  • Assigned To

Sales Pipeline

  • Sales Stage
  • Overall Stage
  • Probability
  • Expected Close Date
  • Expected Close Quarter

Value

  • Potential Value
  • Weighted Value
  • Closed Value
  • New Business Value
  • Expansion Value

Other

  • Notes
  • Comments

Common Uses

  • Deal Tracking: Manage sales opportunities from qualification through close.
  • Pipeline Management: Track opportunities by sales stage, value, probability, and expected close date.
  • Sales Forecasting: Use weighted opportunity values to estimate likely pipeline value.
  • New Business Tracking: Identify opportunities associated with new business.
  • Expansion Tracking: Track additional business from existing relationships.
  • Sales Collaboration: Maintain notes and comments around an opportunity.

Related Business Objects

Accounts

Sales

Operations

Finance

Included Features

  • Automatic Opportunity ID generation
  • Opportunity type classification
  • Priority tracking
  • User assignment
  • Sales stage tracking
  • Overall stage derived from Sales Stage
  • Stage-based probability calculation
  • Potential value tracking
  • Automatic weighted value calculation
  • Expected close date tracking
  • Automatic expected close quarter calculation
  • Automatic closed value calculation for Closed Won opportunities
  • Automatic new business value calculation
  • Automatic expansion business value calculation
  • Opportunity probability badge
  • Rich text notes
  • Discussion comments