Both the Opportunities module and Dashboard module require activating in EQ Professional. Please contact support if you do not have these.
As with other areas of your business you can report on sales opportunities within Dashboard (if you have been recording opportunities), showing the count, probability percentage, and weight (in £) for the following groupings:
Customer types, Sales person, Source of Lead, Showroom, Type, and additional classifications
In Dashboard’s customise window you can decide which date the dashboard date uses (as shown below):
Opportunity date, Estimated order date, Estimated invoice date.
Example Data in Dashboard
Double-click a grouping to see every opportunity within each. You can print or export the list to a spreadsheet.
Click the graph icon to begin building an easy to read chart. For more help see Dashboard in the online help.
If no classification has been completed for an opportunity, then it will default up the hierarchy to the customer. e.g. customer sales person will be used to classify it if the opportunity sales person is empty. Even when a status is set to "clear pipeline" it doesn't apply when displayed in dashboard.