Information Tab

This section describes the fields and actions on the Information tab of the Opportunities workspace.

Charts

Field Description
Probability This gauge chart displays a sales opportunity's probability percentage to result in a successful sale.

If the opportunity was closed as won, the probability percentage changes to 100 automatically.

Estimated Value This chart displays a comparison between the sales estimate and weighted sales estimate for the current opportunity.

Tab Fields

Field Description
Status This field displays an opportunity's status, which can be any of the following:
  • Open - This status indicates that you can still edit an opportunity and its corresponding details as it develops.
  • Won - This status indicates that a closed opportunity was successfully settled and resulted in a sale.
  • Lost - This status indicates that a closed opportunity did not result in a sale

You cannot change the details once an opportunity is closed; however, you can reopen it to make revisions.

Phase This field displays the current phase of an opportunity. The phase changes as the sale progress.
Currency This field displays the currency of the sales opportunity.

Update the information as needed.

Probability This field displays the probability percentage rating for whether the opportunity will result in a sale.

Update the information as needed. The value must be between 0 and 100.

Sales Estimate This field displays the estimated value of the opportunity.

Update the information as needed.

Weighted Sales Estimate This field displays the weighted value of the opportunity. The value is equivalent to the probability percentage multiplied by the sales estimate.
Sales Rep. This field displays the name of the employee assigned as the sales representative for the current opportunity.

Update the information as needed.

Company This field displays the company responsible for the current opportunity.
Contact Company This field displays the contact company that the opportunity is linked to.

Update the information as needed.

Country This field displays the country where the contact company is located.

Update the information as needed.

Contact Person 1 This field displays the name of the primary contact person.

Update the information as needed.

Start Date & Expected Ending Date Click the calendar icon to select the date you began to work on and expect to close an opportunity.
Closing Date This field displays the actual date you closed the opportunity.