Opportunities

The Opportunities Tab provides opportunity analysis. This helps the organization to track and monitor all opportunities and take the required actions.

You can generate the reports from this tab by applying the filters detailed in the following table:

Table 3-37 Options in Opportunities Tab

Filter level Filter Filter Type
Dashboard Time You can click the search icon to display the Choose Members Dialog Box. You can select the required dates from the Available Pane to the Selected Pane.
Region Drop-down list
Currency Type Drop-down list
The report that is generated has different sections. These sections are detailed in the following table:

Table 3-38 Report Sections

Report Section Name Description
Opportunities by LOB This report displays the number of current opportunities across the various Lines of Business. You can analyze this report based on regions, legal entities, LOB, and so on.
Opportunity History This Graphical Report displays the time series outlining the growth of opportunities and growth in the number of customers across the selected period.
Average Days at Sales Stage This report displays the average number of days an opportunity stays in any stage of the Sales Cycle that is witnessed in every stage.
Pipeline by Opening Month This report displays the expected revenue corresponding to the open opportunities over the selected period.
Opportunity Distribution by Industry This report displays the distribution of Open Opportunities across various industry verticals they belong to and through the selected periods. This report also displays the percentage contribution by each vertical generating opportunities against the total number of opportunities generated for the period.
Number of Opportunities with Wins This report displays the number of Open Opportunities and the corresponding wins in the Current Period.