Won Opportunity (Last 1 Month)

This card counts Opportunities whose status became Converted within the last month, so it is your recent closing success. One group booking closed last month shows 1. Converted means a Quotation or Sales Order was created from the opportunity; the revenue itself only appears when the invoice is submitted. Compare it with New Opportunity for the same month to get a rough conversion rate, and with Open Opportunity to see whether the pipeline is being refilled.

Won Opportunity (Last 1 Month) = Count of Opportunity where status = Converted and modified in the last month

1. 01Go to CRM and read the card.
2. 02Click the card to open the Opportunity list filtered to Converted deals this month.
3. 03To change the period, open the card menu > Edit and set the Timespan to last quarter.
4. 04Open a won opportunity to follow the link to its Sales Order.
5. 05Make sure every won deal has an invoice before month end.

Recent sales success.

One group booking closed last month shows 1.