See a complete historical view of each opportunity
Link an opportunity to the entities it’s related to, starting with a contact or organization. As it moves through your opportunity stages, use its stage, amount, and the probability of closing to keep track of progress. In latter stages, attach quotes and invoices, or when the work is over, create a project with relevant information automatically transferred
1. Visualize your opportunity pipeline on your dashboard in real time
From your dashboard see a real-time view of your opportunity pipeline with clickable stages that display a real-time list of opportunities in that stage.
2. Move opportunities through the sales cycle more quickly.
Leave no opportunity behind with alerts if an opportunity stays in one stage for too long. Then accelerate opportunity stages with digital signing of NDAs, contracts, and other documents.
3. See what’s important with filtered lists of opportunities
Use any data from opportunities to create filtered opportunity lists, like one for those assigned to you, and another for those that close this week.
4. Stay on top of your commitments with detailed tasks and calendar events
If you’re not yet ready to reach out about an opportunity, create a task to follow up. If you’ve already set up a meeting, though, then schedule a calendar event. Both are automatically linked to the opportunity so that when it’s time to act the information you need is just a click away. And if you don’t always work in Vtiger, don’t worry - events are automatically synchronized with Google, Outlook, and other calendars you use.
5. Add detail with attached documents, or collaborative comments
Receive information important to an opportunity in another file? Attach it to the opportunity in a click. As the opportunity progresses, if you need assistance from an expert across the business, @tag them in a note to call their attention to the opportunity.
6. Measure performance with exportable reports, pivot tables, and charts
Any data in Vtiger, from opportunities, to employees or products can be summarized in a report or pivot table, both of which can be exported to a CSV file. Alternatively, use data to create a pie, line, or bar chart - if you see yourself looking at it often, pin it to your dashboard for a real-time view of data as things change.
7. Forecast future sales
Create private forecasts that estimate revenues months, periods, or years out. Account for scenarios from the worst to best cases. Once your forecast is built, export it to a CSV file for further analysis or distribution.