Method:Classic General Q&A

Re: Closed Opportunity

Anonymous — Wed, 14 Mar 2012 14:34:39 GMT

Katie,

Thank you for sending over the screenshot. This helped me to understand where you were coming from and where the confusion is happening.

Let me first explain something about the pipeline amount. The pipeline amount that is associated with an opportunity is updated to reflect the current stage and probability percentage. As the stage gets closer to closing, the pipeline amount will increase. This way when you are viewing your opportunities in the pipeline, you can quickly see a dollar amount of all your opportunities in the pipeline. Once an opportunity is set to closed won, the opportunity is no longer in the pipeline however the pipeline amount will be equal to the amount of the opportunity since it has reached 100% probability. Of course if the opportunity is lost, the pipeline amount would be set to zero.

In the screenshot you sent me, you're looking at the "Shared Closed Opportunities" which is just a list of all the opportunities that are both closed won and closed lost. That's why the pipeline amount is set to either the amount of the opportunity or 0.00.

Where the pipeline amount really matters is when your filter view is set to "Shared Opportunities in pipeline" or "My Opportunities in pipeline". These are your real time view of where your pipeline stands and were you can compare your total amount of potential revenue from opportunities vs. your current pipeline amount.

I hope this helps!

Re: Closed Opportunity

Anonymous — Tue, 13 Mar 2012 14:57:17 GMT

Katie,

In your email, can you also include an example of where this is incorrect in your account? This way we are able to see the same thing you are and try and see what is happening. Thanks!

Re: Closed Opportunity

Anonymous — Tue, 13 Mar 2012 14:51:03 GMT

Katie,

Can you please also enable to "Method Support" user in your account? This can be located under Customize > Users.

Re: Closed Opportunity

Anonymous — Tue, 13 Mar 2012 14:50:09 GMT

Katie,

Can you please email method@methodintegration.com with your company name and refernece this forum post? I'll take a look at this for you. I just tested this in my account and it seemed to be working fine.

Re: Closed Opportunity

Katie G — Tue, 13 Mar 2012 14:38:56 GMT

This is not working properly for us. Our closed won opportunities are still appearing in the pipeline.

Re: Closed Opportunity

Anonymous — Tue, 13 Mar 2012 14:10:37 GMT

Katie,

Only stages that have the category of "Open" will appear in the pipeline. Selecting stages with a category of "Closed Won" vs. "Closed Lost" really only affect reports you wish to generate down the road. For example, if you wanted to run a report for all the opportunities you lost in 2011.

You'll see over the coming months that we'll be releasing reports that leverage this data. However the graphs focus only on stages that have "Open" as the category.

Re: Closed Opportunity

Katie G — Tue, 13 Mar 2012 13:52:15 GMT

The closed stage selected is "Closed Won". Does it have to be set to "Closed Lost" to move the opportunity out of the pipeline?

Re: Closed Opportunity

Method_Michael — Tue, 13 Mar 2012 13:28:15 GMT

Hi Katie-

Looking at the graphs on the Home Dashboard screen, they are filtered so that any Opportunity Stage that has a Opportunity Stage Category containing the word "Closed" should not show up.

Just to confirm if you go click on the ... next to the Stage dropdown (This should bring up the New / Edit Opportunity Stages screen) and select your "Closed" Stages is the Opportunity Stage Category either Closed Lost or Closed Won?

-Michael

Re: Closed Opportunity

Katie G — Tue, 13 Mar 2012 12:10:44 GMT

Thank you. Yes, I don't want to delete the stage. I just want to be able to close an opportunity so the $ amount for the opportunity is no longer in the pipeline once it is closed.

Re: Closed Opportunity

Anonymous — Wed, 07 Mar 2012 23:03:13 GMT

Hi Katie G,

The steps that I have given you earlier will delete the stage and I don't want you to get rid of that status. I just wanted to give you an update that I will be looking into this request internally and will update the forum post with my updated information.

Ronen

Re: Closed Opportunity

Anonymous — Wed, 07 Mar 2012 21:53:57 GMT

Hi Katie G,

The following steps will help you get rid of the Closed Won stage:

Go to Opportunities>New Opportunity.
Click on the ... beside the Stage dropdown.
Click on the Select link for the existing opportunity stages.
Click on the More actions... button and select Delete Opportunity Stage.

I hope that this helps.

Ronen

Re: Closed Opportunity

Katie G — Wed, 07 Mar 2012 20:08:27 GMT

How can we take won opportunities that turn into sales out of the pipeline? Once they become jobs we no longer want them to be included in the pipeline.

Re: Closed Opportunity

Anonymous — Wed, 07 Mar 2012 19:45:17 GMT

Hi Katie G,

If the opportunity stage is considered Closed Lost then the probability (%) will be considered 0.00 and the pipeline is 0.00 regardless of the opportunity amount. If the opportunity stage is considered Closed Won, then the probability (%) will be 100 and the pipeline will equal to the amount of the opportunity.

I hope that this helps.

Ronen

Re: Closed Opportunity

Katie G — Wed, 07 Mar 2012 13:50:50 GMT

I don't think we did anything to customize the screen. When hovering over "New Opportunity" it says:
CRM_NewOpportunity from TemplateOnlineCRMQBDesktop (#402)

Once an opportunity is closed, shouldn't the $ amount of the opportunity no longer be in the pipeline since it is converted to an actual sale?

Re: Closed Opportunity

Anonymous — Tue, 06 Mar 2012 05:50:11 GMT

Hi Katie G,

Within the "New Opportunity" screen, the amount for the opportunity will always stay the same unless the user decides to make the amount of the opportunity lower then the original amount. This amount is the value that you will place towards the potential sale opportunity.

The Probability % is the only relational change to the different opportunity stage selection. The % will always change throughout the lifecycle of the opportunity.

I hope that this helps.

Ronen