An opportunity records potential work before it becomes a project. The Opportunities dashboard lists those records and provides pipeline views. This reference covers the main fields and controls; available choices depend on your account’s configuration.
Opportunity details
Field | Meaning |
Company | The prospective client. The form supports selecting an existing company or entering a trading name for a new company. |
Name | The name identifying the opportunity. |
Description | An optional summary of the enquiry or potential work. |
Templates | The opportunity templates that provide its starting structure and available workflow. |
Opportunity Stage | The opportunity’s position in the sales process. The dashboard labels this Status. Stage names and defaults are configured for your workflow. |
Staff roles | The people responsible for the opportunity. Role labels, such as Assigned or Admin, depend on account setup. |
Team | The team associated with the opportunity. No Assigned Team means no team has been selected. |
Tags | Labels for organising and filtering opportunities. |
Contacts and addresses | Client contact and address records associated with the opportunity. |
Dates and forecasting
Field | Meaning |
Enquiry Date | When the enquiry was received. |
Due Date | The opportunity’s due date. |
Target Date | The target date for progressing or closing the opportunity. |
Deal Value | The monetary value recorded for the potential work. |
Lead Score | A configured likelihood category used in pipeline forecasting. For example, Hot (80%) combines a category name with its probability; the choices can differ between accounts. |
Revenue Structure | The expected revenue timing: Payment On Delivery or Monthly. |
Estimated Deposit Amount | The expected deposit included in the revenue forecast. |
Estimated Start Date and Estimated End Date | The expected delivery period used with the revenue settings for forecasting. |
Deal Won Date and Deal Lost Date | Dates recorded against the opportunity’s outcome. |
Pipeline views and filters
Control | Purpose |
List View | Displays opportunities in rows with key details, values and the latest note. |
Kanban | Displays the pipeline as a board. |
Insights View | Shows pipeline reporting. |
All, Team Assigned and Self Assigned | Changes which opportunities are included by assignment. |
Monthly Revenue | Shows opportunities in the context of forecast monthly revenue. |
Search | Searches by opportunity name, address or contacts. |
Status, staff, team and additional filters | Narrows the displayed records. Saved Filters stores a filter selection for reuse. |
Stages and proposals
Stage names such as Enquiry, Quote Sent, Won, Lost and BD are examples of a configured workflow. An opportunity stage is distinct from the status of an individual proposal.
Converting an accepted proposal creates a project and marks the parent opportunity as won. Setting a proposal to Accepted alone does not create a project.