Bookshelf v7.5: Opportunities Screen Views

The Opportunities Screen includes several views that allow you to create, update, and track opportunities. These views make it easier to find and review relevant opportunities and associated data. For example, you can use the views to access opportunities belonging to you, your team, or your organization.

Table 3. Opportunities Screen Views
View	Description
All Opportunities	Displays opportunities whose organization is the same as the organization of the user. The user may or may not be on the sales team for these opportunities.
All Opportunities Across My Organizations	Displays opportunities which have an organization or a suborganization that is the same as the user's organizations.
All Opportunities Across Organizations	Displays opportunities for all organizations. Typically only select users have access to this view.
Explorer	This view makes it easier to visualize the relationship of records that have been added to each opportunity. For each opportunity, you can view associated child opportunities, contacts, products, partners, quotes, activities, and notes.
Manager's Explorer	Gives managers a view of their team's opportunities by team member.
My Opportunities	Displays opportunities for the user's sales team.
My Team's Opportunities	This manager's view displays opportunities associated with either the manager's sales team or the sales team of one of his team members.

NOTE: The views in Table 3 (except for the Manager's Explorer view) are based on a default predefined query (PDQ) shown in the Queries drop-down list. The PDQ is labeled * Current Opportunities. Only opportunities that have a Close Date within the last 30 days or in the future (>= Today's Date - 30 days) appears in the view. Opportunities without a primary sales representative or an unspecified organization do not appear in the views. The administrator can access these opportunities from the Site Map > Data Administration > Opportunities view.

Other Views Associated with the Opportunities Screen

Several view tabs are frequently associated with the Opportunities screen. Table 4 provides an explanation of each view. Some of these views only appear if you have purchased optional add-on modules. Views included in add-on modules are indicated by an asterisk (*).

Table 4. Views Associated with the Opportunity Screen
Opportunity Screen Associated Views	Comments
Activities	Allows sales professionals to identify and track activities required to win the deal. Examples of activities are customer calls and team meetings. Activities can also be viewed in the Calendar and To Do views. For more information see Activities.
Activity Plans	Provides templates predefined by the administrator that identify a set of activities that should be completed. Activity Plans help sales managers to indicate required activities and also saves time for sales professionals because the activities are automatically generated based on the selected template. For more information see Activities.
Assessments	Used to help sales professionals qualify opportunities and verify resource allocation.
Attachments	Allows sales professionals to associate relevant documents with the opportunity. An example is a Microsoft Word Request for Proposal document.
Audit Trail	Allows users to track changes that have been made to an opportunity record. Any time a member of the opportunity sales team creates, updates, copies, or deletes opportunity data, the action is tracked in the Opportunity Audit Trail view. Audit Trail details which employees made the modifications and when these changes were made. Changes to the Revenue Class, Probability, Stage, Stage ID, and Status fields are automatically tracked. Your administrator can help you set up change tracking for additional fields. For more information, see Applications Administration Guide.
Calendar	A Calendar format view that shows activities associated with the opportunity.
Campaign Leads*	Primarily used by call center agents to record a campaign response that represents a sales opportunity. See Siebel Call Center User Guidefor more info.
Categories	Allows you to sort and track information related to the opportunity. For more information, see Categories.
Charts	Allows you to view graphical analyses of opportunity data.
Competitors	Allows you to track competition in the deal. For more information, see Competitors.
Contacts	Allows you to maintain list of key customer contacts in the opportunity.
Decision Issues	Allows you to anticipate and respond to your contacts' key buying criteria. For more information, see Decision Issues.
Estimate Compensation*	Used in Siebel Incentive Compensation application. For more information, see Siebel Incentive Compensation Administration Guide.
Messages	Allows you to associate phone messages with the opportunity. For more information, see Messages.
More Info	Used to create, update, and track the status of opportunities.
Notes	Allows you to create private notes or public notes that can be shared with your sales team.
Organization Analysis	Allows you to analyze key contacts and relationships in the opportunity and display them graphically in an organization chart.
Organizations	Allows you to view organizations associated with the selected record.
Partners	Allows you to add partners who can help you win the opportunity.
Presentations*	Allows you to automatically generate presentations using the data associated with the opportunity. For more information, see Applications Administration Guide and Presentations.
Products	Allows you to associate products with the opportunity.
Profile	Allows you to capture key info to qualify the deal. You can attach a SmartScript to support this view. For more information, see Siebel Call Center User Guide.
Projects*	Allows you to create projects to track activities and resources for the opportunity. For more information, see Siebel Professional Services Automation Guide.
Proposals*	Allows you to automatically generate a proposal for the opportunity. For more information, see Proposals and Applications Administration Guide.
Quotes*	Allows you to automatically generate a quote for the offering. For more information, see Siebel Order Management Guide and Quotes.
Revenue Plans*	Allows you to develop revenue plans. For more information, see Siebel Forecasting Guide.
Revenues*	Allows you to forecast revenue. Fore more information, see Siebel Forecasting Guide.
Sales Team	This read-only view allows you to see who is on the sales team for the opportunity.
Strategic Selling*	Includes views that support the Strategic Selling Opportunity Management methodology developed by Miller Heiman, Inc. For more information, see Strategic Selling.
Target Account Selling*	Includes views that support the Target Account Selling Opportunity Management methodology developed by Siebel MultiChannel Services. For more information, see Target Account Selling.
Transfer	Used to reassign an opportunity to a partner.