Friday, 9 March 2012

Improved Opportunity value tracking

New to Insightly this week is the ability to see and track the number of opportunities you have open at any time, and their total worth. We've added a small info bar to the top of the opportunity list that calculates the number and total worth of all the opportunities in the list, and displays them by currency.

The totals in the bar change dynamically depending upon which opportunities are in the list, so it works great with our custom filters, or the built in ones. You can quickly see at a glance how many open opportunities you have, and how much they're worth. Or create a custom filter to see how many opportunities you have with a close date in the next 30 days, and the total worth of those opportunities. You might also track the total outstanding value of all open opportunities for a specific user.

You can also click on a tag in the sidebar to see the total number and value of opportunities with a specific tag. It's a small change but a big improvement to the opportunities list and we hope you like it.

Posted by Anthony Smith at 14:22
Labels:

17 comments:

  1. WA12 March 2012 at 00:53

    I saw it last week and totally I ignored it (don't know why). Now I see that it's a very useful feature. It would be great if we also could sort Opportunities and Project by last updte date (asc and dsc)

    ReplyDelete
  2. Drew12 March 2012 at 12:53

    This is a great update! Hopefully this can be expanded in the future to track by pipeline stage and close percentage to project future sales amounts. Thanks for this!

    ReplyDelete
  3. Thomas Fulmer12 March 2012 at 19:51

    Looking forward to a mobile version.

    ReplyDelete
  4. Wim Gerrits19 March 2012 at 00:47

    Great, love it. I will use it to track my weekly progress. Would be also great if it also calculates weighted revenues.

    ReplyDelete
    Replies
    1. Mamaj5 June 2012 at 13:26

      Yes, I also would love such an option

      Delete
  5. groundtechmn19 March 2012 at 06:48

    Ditto, the mobile version is important to me too!

    ReplyDelete
  6. lunnplus.dk19 March 2012 at 07:43

    Very usefull !
    Please display both total value and weighted value (or only weighted value).

    ReplyDelete
  7. Spencer Rosen19 March 2012 at 09:27

    I concur, weighted value of projected revenue would be a very valuable feature.

    ReplyDelete
  8. Simon Greer19 March 2012 at 09:41

    Great feature. Would really like it if the organisation name was visible on the opportunity page though, just so you can see which customer the ops are with!

    ReplyDelete
  9. MR21 March 2012 at 12:30

    Also looking forward to an Android mobile version. That would be great!

    ReplyDelete
  10. Brainstorm Consultoria22 March 2012 at 07:02

    I think that we should annualize the monthly values.

    And wanting a mobile version too. :-)

    Thank you,
    Hélio Ricardo

    ReplyDelete
  11. David E.27 March 2012 at 16:38

    Has anyone else noticed that the forum for feature requests mysteriously disappeared?

    ReplyDelete
  12. WA3 April 2012 at 12:21

    That's true. Where is the feature requests forum? Can somebody tell me when the mobile version will be ready and (the most important for me) when API will be ready?

    ReplyDelete
  13. wendy26 April 2012 at 17:52

    Is this feature only for the paid version? I don't see it on my free version...

    ReplyDelete
  14. Vigants3 July 2012 at 11:15

    Hi! Can you please do some more on the dashboard. I wuld like to see iGoogle liek dashboard with all essantial info on it.

    Can you create some visual representation on sales pipeline - how valuable opportunities are in wich stage, sort/filter opportunities by size, due date, country etc.

    ReplyDelete
    Replies
    1. Joel Johnson27 November 2013 at 15:19

      Agreed. This info should be moved to the dashboard and shown with a visual...please see how MotherNode CRM did this as an example.

      Delete
  15. Mike Hambright15 September 2012 at 14:52

    I agree with several above. Would be much more useful if I could see visual representations of how many users are at each stage of the pipeline, particularly if we could track how that's changed over time. That's the main purpose of a 'pipeline', right?

    ReplyDelete

Subscribe to: Post Comments (Atom)