How can we improve Sell?

Prospective month field for a deal

In addition to a stage there should be a prospective month field that the deal is likely to fall into and a percentage liklehood of winning the deal. Should be able to filter and sort deals by their month and highest to lowest percentage.

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Garry MacPhail shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

4 comments

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  • Colin commented  ·   ·  Flag as inappropriate

    These two fields are in Base, but the problem I have is that they are not part of the deal edit screen. If I go to add or edit a deal, there is no where to put the expected close date or the probability of winning. They are only editable once you have a deal saved on the right hand side. As such, my team forget to do them. I'd like them prompted to look at those every time they make a change to a deal.

  • Jon Stutfield commented  ·   ·  Flag as inappropriate

    This is an area of functionality that will probably prevent me using Base unfortunately.

    * Expected Close Date - this is important to accurately track the likely impact sales will have on your future cash flow.
    * Probability of Winning - this is essential in my opinion. At any point in time, what is the likely income that I will gain from my pipeline?

    Reports would be so much more powerful with the inclusion of these two fields.

    Regards,
    Jon

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