Method:Classic General Q&A

Re: How to Close an Opportunity

Method_Michael — Wed, 23 Feb 2011 15:08:50 GMT

pdirect,

Method considers an opportunity as closed if the stage has the word "closed" in it. The pie chart is currently filtered to only show opportunities with a stage that contains the word closed. You could customize the screen to change this but the easiest option may be to just change your wording to "Opportunity Won Closed" and "Opportunity Lost Closed".

-Michael

Re: How to Close an Opportunity

pdirect — Wed, 23 Feb 2011 02:05:42 GMT

I changed the default sales stage wording to "Opportunity Won" and "Opportunity Lost". So how does method determine if it's closed? By using the word "closed"? By using 100% or 0%? I would think there would be another way of doing this so we don't have to use the word "closed".

Re: How to Close an Opportunity

Method_Michael — Tue, 22 Feb 2011 22:19:58 GMT

pdirect,

Setting an opportunity as "Closed Won" or "Closed Lost" should close the opportunity. On the Opportunities screen if you change the Filter By View for the grid to "All closed Opportunities" is anything displayed there? Also are you clicking the Refresh Charts button on the Sales Center Dashboard Screen?

-Michael

How to Close an Opportunity

pdirect — Tue, 22 Feb 2011 21:18:58 GMT

How is an opportunity marked as closed? I currently have users marking opportunities as "won", but that doesn't close the opportunity or show it as a conversion on the sales charts.