Opportunities

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

explore opportunities large

The opportunity record simplifies the following:

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

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

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

  4. Obtaining a 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. Gathering 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.

You can add labels to opportunities in order to organize and track them.

Field descriptions

opportunity in vogsy v3

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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.

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

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Click this button to create a template from this opportunity.

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

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

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

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Name of the opportunity.

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

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Name of the customer organization.

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The opportunity’s progress status.

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Labels

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Current opportunity stage.

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Estimated revenue to be earned from the opportunity and estimated recurring revenue.

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Opportunity age and closing date.

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This button links to the folder that contains the opportunity’s associated documents on Google Drive.