Sales process snapshot
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. See Sales Process tab
Note: This functionality is only available when the appropriate
license is installed. For complete information about licensing, see the application
Implementation Guide.
| 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 |