The question is about customization of the Opportunity in OroCRM.
In the company, the work with Opportunity is a long process and it consists of 7 stages, each of them corresponds to a fixed percentage of Probability. On the first stage the Probability is 10%, on the seventh stage the Probability is 100%.
1) What are the handy options for data entry in Opportunity when it moves from one stage to another and Probability changes accordingly? At the moment, I can create a custom field of Opportunity with a list of names of the stages, and fill in the system field Probability each time manually. How to make it more convenient for users? Could we make autofill of Probability field based on the value of the custom field with the name of the stage?
2) What are the options for mapping these 7 stages of Opportunity to Sales Workflow process? How to do it better – create one Step Opportunity development and Transitions for each change of stages OR create a separate Step for each stage?
3) How to make a report and visualize weighted revenue forecast for each stage of Opportunities? Is it possible to customize the system report Opportunity Pipeline Forecast to show the weighted revenue forecast for Opportunities on each stage, not the whole Opportunities in status In progress?
Is it possible to make custom reports with fields Weighted forecast and calculate Total on columns?
Any advice on these matters?
Will be grateful for each answer!
You must be logged in to reply to this topic.