Open Opportunity

An Opportunity is a deal you are working on: a group asking for a trek quote, a company wanting a service contract. This card counts Opportunities with status Open, with no date filter, so it is the live pipeline. Three Everest base camp enquiries show 3. Nothing posts to the ledger until a Quotation becomes a Sales Order and an invoice. The number is only useful if the team closes deals as Converted or Lost; stale opportunities make the pipeline look healthier than it is.

Open Opportunity = Count of Opportunity where status = Open

1. 01Go to CRM; the card sits with the Won and New Opportunity cards.
2. 02Click the card to open the Opportunity list filtered to Open.
3. 03Open an opportunity and use Create > Quotation to send a price.
4. 04Mark deals Lost with a reason when the customer declines.
5. 05There is no period filter on this card.

Deals still being worked.

Three enquiries for Everest base camp treks shows 3.