|
This functionality is only available when the appropriate license is
installed. For complete information about licensing, see the Infor CRM SLX Implementation Guide. |
The Sales Process Snapshot provides an overview of the status of the
process to date. You can view statistics in the Sales Process Snapshot box,
located in the upper-right corner of the
Sales Processes tab.
| Item
|
Description
|
Can User Edit?
|
| Current Stage
|
Displays the name of the current stage.
|
No
|
| Days in Stage
|
Displays the number of days the sales process has been in
the current stage.
|
No
|
| Probability
|
Indicates the likelihood (as a percentage) of winning the
opportunity when the current stage is completed.
|
No
|
| Est Days
|
Estimates the number of days, based on the uncompleted
stages in the sales process, until the opportunity is expected to close.
|
No
|
| Est. Close
|
The calculated close date. This is calculated by adding the
number of days to close (specified when the stage was created in Architect) to
the date the stage started. Weekends and holidays are not subtracted from the
date.
|
No
|