Associated Opportunities

The Associated Opportunities panel displays the following information:

  • a pie chart of all associated opportunities associated with the target company. The chart shows all of the associated opportunities, including Open, Won, Lost, No Decision, and Declined.
  • a summary of these opportunities, including:
    • estimated value of open opportunities - the total estimated value of open opportunities
    • win rate - the percentage of closed opportunities [won or lost] that have been won; this does not include declined opportunities
    • average revenue per win - the average expected revenue from closed opportunities that have been won

    • expected revenue - the total estimated value of closed opportunities

Note: Opportunities that are closed with No Decision are counted in the total opportunity count. They are not included in the Estimated Value, Win Rate, Average Value per Win, or Expected Revenue calculations.

The panel also includes icons for:

View All - returns to the Opportunity List screen, filtered by the name of the company so that only the opportunities with this company as a target are displayed.

Add New - Opens a New Opportunity screen pre-populated for this Target Company and today's open date.

You can collapse (hide) the panel on the screen and then expand it back to its normal size.

 

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