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-Lost

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-Won

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-Lost

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.

What's New in this Release

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

Other Resources

Getting Started with Infor CRM Web Client

Infor CRM Quick Reference for the Web User

Getting Started with Infor CRM Back Office Extension

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