Siebel Sales User Guide > Opportunities >

Assessing an Opportunity

An opportunity assessment helps you qualify opportunities and verify resource allocation. Using an assessment template, you can select values and attributes to assign a composite value to the opportunity.

NOTE:  In some companies, your Siebel application automatically generates assessments, but if this process has not been automated, you can create assessments manually.

To assess an opportunity

  1. Navigate to the Opportunities screen.
  2. In the Opportunities list, select the opportunity with which you want to associate the assessment.
  3. Click the Assessments view tab, and then add a new record.
    1. In the Template Name field, click the select button.

      2. The Select Assessment Template dialog box appears.

    2. Select the template, and then click OK.
    3. Click the menu button, and then choose Save.

      4. An explicit Save is required.

  4. Click the Assessment Attribute subview tab, and then click the show more button.

    5. A list of assessment attributes appears.

  5. In the Value field, click the select button and choose the appropriate value for the attribute.

    6. Repeat this step for each attribute in the list.

    A composite assessment score for the opportunity appears as a percentage value in the parent Assessment list. This percentage compares the score you entered in the assessment attribute line items to the maximum possible score for the opportunity. You can use this percentage to qualify the opportunity.

NOTE:  Your application administrator sets up the assessment templates based on the criteria defined by your company. For more information on administering assessment templates, see Applications Administration Guide.


 Siebel Sales User Guide 
 Published: 18 April 2003