Opportunities Summary Pane

Key information and options for the opportunity always remain visible in the Summary pane of the Opportunities form as you move from one tab to another.

Contents

Summary pane

The Summary pane presents a scrollable snapshot of status and pipeline information for the opportunity. In these fields, you can add, edit, or review opportunity information. You can edit this information as needed.

Field	Description
ID	If the opportunity has been assigned an opportunity ID, this field displays that ID. To change the ID, hover over the field, click , and enter the number on the Edit ID dialog box.
IQ Record	If the opportunity was imported from GovWin IQ, this field displays its GovWin IQ ID. Click the ID to display a tooltip containing the opportunity solicitation date and number and opportunity status in GovWin IQ. Click More... in the tooltip to open a new browser tab and display the complete opportunity information in GovWin IQ. (The opportunity information remains available on the original browser tab.) If you are not already logged in to GovWin IQ, the GovWin log in page displays first.
Revenue	The total estimated revenue that you expect to earn if the opportunity results in an awarded contract. To edit the amount, hover over the field, click , and enter the new amount. You can also edit the amount on the Edit Opportunity form.
Stage	This field displays the pipeline stage to which the opportunity is currently assigned, such as Lead, Proposal, Awarded, or Lost. To change the stage, click it and select the new value. If you select a stage that is designated as a stage for closed opportunities, the Close Opportunity dialog box displays so you can enter other information related to closing the opportunity. Your administrator defines the list of values in Settings > Labels and Lists area.
Probability	The probability of winning the project, which is expressed as a percentage. To change the percentage, click and select the new value.
Weighted Revenue	The estimated revenue that is weighted is based on the probability: Estimated revenue x Probability. To change this value, click and then change the estimated revenue amount, the probability percentage, or both.
Total Contract Value	This field displays the total amount of the contract for the owner of the opportunity. If you are not the prime contractor, then the owner of the opportunity is always the client. Enter the amount of the total contract value that you expect your company to earn if you are awarded the contract. This field is visible only if your industry is Government Contracting.
Currency Code	If your enterprise uses multiple currencies, this field displays the currency code and description associated with the opportunity. To change the currency, click and select the new value. Keep in mind that when you change the currency code, this action does not change any amounts in currency fields. It is assumed that those amounts were entered in the correct currency. It may, however, change the currency symbol and how amounts are formatted. If your enterprise does not use multiple currencies, the currency code field remains blank.
Status	This field displays the opportunity status, Active or Inactive. To change the status, click and select the new value.
Type	This field displays the type of opportunity, such as Laboratories, Medical Facilities, or Office Buildings. To change the type, click it and select the new value. Your administrator defines the list of values inSettings > Labels and Lists area.
Responsibility	This field displays your enterprise's responsibility or role for the opportunity, such as Prime or Subcontractor). To change the responsibility, click it and select the new value. Your administrator defines the list of values in Settings > Labels and Lists area.
Source	This field displays the source of the opportunity (for example, Client Contacts, Marketing Campaign, GovWin IQ). To change the source, click and select the new value. Your administrator defines the list of values in Settings Settings > Labels and Lists area.
Opened	This field displays the date on which you identified the opportunity and began pursuing the job. To change the date, click and select a date on the calendar.
Days Open	If the opportunity is not closed, this field displays the number of days it has been open: beginning with he date is was opened through today's date. This field is not displayed for closed opportunities.
Closed	If the opportunity is closed, this field displays the date it was closed. This field is not displayed for open opportunities. To display notes related to the closure in an info bubble, hover over the date or the reason.
Closed Reason	If the opportunity is closed, this field displays the reason it was closed. This field is not displayed for open opportunities. To display notes related to the closure in a info bubble, hover over the date or the reason.
Closed Notes	If the opportunity is closed, this field displays additional information about the closed opportunity. This field is not displayed for open opportunities.