Welcome to the Opportunities dashboard. This is where your marketing efforts turn into measurable revenue. By tracking every deal through a visual sales pipeline, you can forecast earnings and ensure no lead falls through the cracks.
Pro-Tip
Keep your pipelines clean by setting up automated "stale deal" workflows. If an opportunity hasn't moved stages in 30 days, automate a task for a rep to follow up or move them to a long-term nurture stage.
1. What is an Opportunity?
An Opportunity represents a potential sale or deal associated with a contact in your database. While a Contact record holds a person's information, an Opportunity card holds the details of the transaction, such as the monetary value, the assigned sales rep, and the current status of the deal.
Track Deal Status
Every opportunity exists in one of three states: Open (actively working), Won (deal closed successfully), or Lost (deal fell through).
Forecast Revenue
By assigning a monetary value to each opportunity, the system automatically calculates your total pipeline value and projected revenue based on historical win rates.