Effective sales tracking requires proper categorization of opportunities. The Opportunity Type Mapper feature introduces a dedicated Opportunity Type dropdown field on Opportunities and Sales Orders/Quotations, allowing businesses to categorize opportunities efficiently as renewals, upsells, or other types. This structured approach enables more precise reporting, filtering, and grouping in CRM and Sales dashboards.
By enabling this feature, businesses can improve sales tracking and enhance reporting capabilities without relying on tags, which lack structured reporting support.
Functionality at a Glance:
- Adds a dropdown field for Opportunity Type on both Opportunities and Sales Orders/Quotations.
- Automatically carries over the Opportunity Type when creating a Sales Quotation from an Opportunity.
- Allows manual editing of the Opportunity Type on Sales Quotations if changes are needed.
- Enables filtering, grouping, and reporting using the Opportunity Type in list and Pivot views.
- Fully integrates with CRM and Sales dashboards for enhanced visibility.
Example Use Case:
A software company needs to track renewals and upsells separately in their CRM and Sales dashboards. With the Opportunity Type Mapper, their sales team can select the appropriate category when creating opportunities. When an opportunity converts into a Sales Quotation, the Opportunity Type is automatically carried over, ensuring consistency. Sales managers can then generate reports and analyze trends based on renewals vs. upsells, improving sales forecasting and strategy.
In summary, the Opportunity Type Mapper feature provides a structured way to categorize and track opportunities across CRM and Sales, enhancing reporting accuracy and strategic decision-making.
Opportunity Type Mapper