Design#
The Sale Opportunity Module introduces concepts to manage leads and opportunities.
Sale Opportunity#
The Sale Opportunity concept is used to manage pre-sale processes such as leads and opportunities. Each sales opportunity can, at any time, be in one of several different states reflecting its progress. A sales opportunity progresses through these states until it is either won or lost. When some of these state changes happen the Employee that triggered the state change is also recorded.
Each sales opportunity may contain details about the possible future sale, such as the Party the sale would be to, and what Addresses may be involved.
A sale opportunity is identified by a unique number that is generated automatically from the configured Sequence. It also has other general information like a description, start and end date, conversion probability and reference used by the customer.
The sales opportunity may be made up from one or more, opportunity lines. These lines can be arranged into a particular order, if required. The lines provide information about which Products may be sold.
A Sale is generated automatically when the sale opportunity is converted. The sales opportunity is then considered to be won when any of the related sales are confirmed. If, however, all of the sales related to the sales opportunity are cancelled then the sales opportunity is considered to be lost.
Sale Opportunity Reporting#
Each of the different Sale Opportunity Reporting concepts are based on either
an Abstract, an AbstractTimeseries, an AbstractConversion or
an AbstractConversionTimeseries sales opportunities report.
There is also a base Context that is inherited and used to specify things
such as the date range that is used by the report.
The Abstract report base provides the basic properties that make up the
report including the number, rates and amount of sale opportunities converted.
The AbstractTimeseries extends this with a date.
This is used in sale opportunities reports that cover multiple periods of time.
The AbstractConversion and AbstractConversionTimeseries extend the
corresponding report bases to include properties about wins and losses.
These are combined together with additional specific properties to create the
different sales opportunities reports.
See also
The Sales Opportunity Reports can be accessed from the main menu item:
Per Employee#
The reporting for sale opportunities conversions Per Employee splits the sales
opportunities up based on what each Employee
converted.
This is done in two separate parts.
One that shows the sale opportunities, in total, for the selected period from
the Context.
Another that breaks them down by date into smaller chunks.