Opportunity Snapshot

You can view opportunity value and summary information about the selected opportunity in the Opportunity Snapshot in the top section of the Opportunity Detail view. You can edit the information as needed.

The information that appears in the Opportunity Snapshot depends on the opportunity status.

Opportunity Snapshot if opportunity status is not Closed-Won or Closed-LostClosed

Value section

Item Description Can User Edit?
Sales Potential The total revenue to be gained by the opportunity. The sum of all of the associated products.

Yes

Click the hyperlink to edit the sales potential.

Weighted The Sales Potential multiplied by the Probability. No
Currency (Multi-Currency Only) The opportunity currency type and conversion rate that was set in your opportunity options. It also displays the sales potential converted to the opportunity currency type and rate.

Yes

Click the hyperlink to Update Currency type and rate.

Exchange Rate (Multi-Currency Only) Displays the exchange rate if the opportunity was created using a different currency type. No
Exchange Rate Date (Multi-Currency Only) Displays the date that the currency was set. No

Lock in the rate for this Opportunity

(Multi-Currency Only)

Select the check box to save the current exchange rate for this opportunity. Yes

Summary section

Item Description Can User Edit?
Opened The number of days since the date the opportunity was opened, the opened-on date, and the number of days since the last activity.

Yes

Click the date hyperlink to change the date opened.

Currently in Stage

(Sales Processes Only)

The sales process stage that the opportunity is in. No
Type The category of the opportunity. Your company defines the types of opportunities.

Yes

Click the drop-down arrow to change the opportunity type.

Source Name or description of the lead source, such as magazine or Web inquiry, that generated the opportunity.

Yes

Click the hyperlink to look up a new lead source.

Opportunity Snapshot if opportunity status is Closed-WonClosed

Value section

Item Description Can User Edit?
Actual Amount The total amount of the sale that was entered when the opportunity was closed.

Yes

Click the hyperlink to change the actual amount.

Weighted The total revenue to be gained by the opportunity. The sum of all of the associated products. No

Opp Currency

(Multi-Currency Only)

The opportunity currency type and conversion rate that was set in your opportunity options.The opportunity currency type and conversion rate that was set in your opportunity defaults. It also displays the sales potential converted to the opportunity currency type and rate.

Yes

Click the hyperlink to Update Currency type and rate.

Exchange Rate

(Multi-Currency Only)

Displays the exchange rate if the sales order was created using a different currency type. No
Exchange Rate Date (Multi-Currency Only) Displays the date that the currency was set. No

Lock in the rate for this Opportunity

(Multi-Currency Only)

Select the check box to save the current exchange rate for this opportunity. Yes

Summary section

Item Description Can User Edit?

Closed on

The date that the opportunity was closed and the number of days the opportunity was open.

Yes

Click the date hyperlink to change the date closed.

Reason Won The explanation for why the opportunity was won.

Yes

Click the hyperlink to display a list of reasons. Select the checkbox for all reasons that apply, and then click OK.

Competitor(s) Replaced The competitor that lost the opportunity.

Yes

Click the hyperlink to change the competitor.

Type The category of the opportunity. Your company defines the types of opportunities.

Yes

Click the drop-down arrow to change the opportunity type.

Source Name or description of the lead source, such as magazine or Web inquiry, that generated the opportunity.

Yes

Click the hyperlink to change the lead source.

Opportunity Snapshot if opportunity status is Closed-LostClosed

Value section

Item Description Can User Edit?
Actual Amount The total amount of the sale that was entered when the opportunity was closed.

Yes

Click the hyperlink to change the actual amount.

Weighted The total revenue to be gained by the opportunity. The sum of all of the associated products. No

Currency

(Multi-Currency Only)

The opportunity currency type and conversion rate that was set in your opportunity options. It also displays the sales potential converted to the opportunity currency type and rate.

Yes

Click the hyperlink to Update Currency type and rate.

Exchange Rate

(Multi-Currency Only)

Displays the exchange rate if the sales order was created using a different currency type. No
Exchange Rate Date (Multi-Currency Only) Displays the date that the currency was set. No

Lock in the rate for this Opportunity

(Multi-Currency Only)

Select the check box to save the current exchange rate for this opportunity. Yes

Summary section

Item Description Can User Edit?
Closed on The date that the opportunity was closed and the number of days the opportunity was open.

Yes

Click the date hyperlink to change the date closed.

Reason Lost The explanation for why the opportunity was lost.

Yes

Click the hyperlink to display a list of reasons. Select the checkbox for all reasons that apply, and then click OK.

Competitor(s)

The competitor that won the opportunity.

Yes

Click the hyperlink to change the competitor.

Type The category of the opportunity. Your company defines the types of opportunities.

Yes

Click the drop-down arrow to change the opportunity type.

Source Name or description of the lead source, such as magazine or Web inquiry, that generated the opportunity.

Yes

Click the hyperlink to change the lead source.

You can use the Copy Opp Info to E-mail hyperlink to send an e-mail with the opportunity information already entered into the e-mail body. The information copied into the e-mail includes the Opportunity description, Account name, Account Manager name, Reseller name, estimated close date, close probability, and comments. Additionally, it includes Product, Competitor, and Contact information, as well as value and summary information from the Opportunity Snapshot.

To copy Opportunity information into an e-mail

  • In the Opportunity Snapshot box, click Copy Opp Info to Email.

Microsoft Outlook opens and a copy of the current Opportunity's information appears in the e-mail.

Related Topics

Opportunities Overview

Using the Opportunity Detail View

Opportunity Information Boxes

 

 

What's New in this Release

 

For a list of new features, see the What's New In This Release topic.

Contact us:

This documentation was developed by Infor CRM User Assistance. For content revisions, questions, or comments, contact the Infor CRM writers at documentation@infor.com.