Opportunities represent your sales pipeline. An opportunity can be created to identify unique sales possibilities and track their progress for sales and management. With Advance™ the opportunities module ensures all larger quotes are collated to be reviewed regularly. Progress is charted through sales stages.

The dollar amount of opportunities per sales stage is identified at the top of each column. Each salesperson can easily see their forecasted activity. Also, a quote or order can be generated from an opportunity with ease, giving you the ability to track the % of opportunities that resulted in sales.

By dragging an opportunity onto the ‘closed’, ‘won’, or ‘closed lost’ columns, you will trigger popups to identify the ‘reason won’ or ‘reason lost’. Analysis of closed lost will provide your organization with valuable details to improve your closing ratios.