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 modify the information as required.

The information in the Opportunity Snapshot is displayed based on the opportunity status.

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

Table 1. 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. See Modifying 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. See Setting Opportunity options

Yes

Click the hyperlink to Update Currency type and rate. See Updating the opportunity currency
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
Table 2. 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

You can select the opportunity type.

Opportunity Snapshot if opportunity status is Closed-Won

Table 3. 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
Table 4. 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 click OK.
Competitor(s) Replaced The competitor that lost the opportunity.

Yes

Click the hyperlink to change the competitor. See Finding records
Type The category of the opportunity. Your company defines the types of opportunities.

Yes

You can select the opportunity type.

Opportunity Snapshot if opportunity status is Closed-Lost

Table 5. 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 the 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. See Updating the opportunity currency
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
Table 6. 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

You can select the opportunity type.

You can use the Copy Opp Info to Email hyperlink to send an email with the opportunity information already entered into the email body. The information copied into the email 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 email

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

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