Opportunities

If an opportunity looks promising, you should create an opportunity card for it.

The opportunity card facilitates the following:

  1. Sales tracking. The Sales funnel chart and the Sales pipeline progression chart derives their data from your active opportunities.

  2. Insight about future revenue. Collectively, opportunities can give you insight about your future projects and their revenues.

  3. Insight about future resourcing. Collectively, opportunities can give you insight about what resources you will need to complete your potential work.

  4. Clear understanding about the product or services to be delivered. The opportunity details what products or services are going to be delivered and when.

  5. Insight into the status of the opportunity. VOGSY uses a set of weather-related icons to provide a quick and intuitive way to visually assess the overall health of an opportunity.

As long as you have not set the opportunity to 'Won', any project generated from the opportunity will remain in Pending status and will be displayed in light blue in the planning overviews.

Field descriptions

opportunity in vogsy v3

number one red circle

The FOLLOW button. This button has two states:

  • FOLLOWING means you are currently receiving notifications when significant events occur for the opportunity.

  • FOLLOW means you are not currently receiving notifications.

number two red circle

Click this button to pin this opportunity to one of your boards.

number three red circle

Click this button to open the opportunity’s configuration page for editing.

number four red circle

Click this button to create a template from this opportunity.

number five red circle

The logo of the customer of this opportunity. Click the logo to go to the customer’s organization card.

number six red circle

The avatar for the customer contact person. Click it to open their contact card.

number seven red circle

Avatars for the opportunity’s team members. The first avatar is for the account manager.

number eight red circle

Name of the opportunity.

number nine red circle

Click star outline to add the opportunity to your Starred page.

number ten red circle

Name of the customer.

number eleven red circle

Graphical metaphor for the progress status of the opportunity.

number twelve red circle

number thirteen red circle

Estimated revenue to be earned from the opportunity.

number fourteen red circle

Opportunity age and closing date.

number fifteen red circle

Navigation bar. These buttons give your quick access to the documents, tasks, and conversations that VOGSY creates for this opportunity.