Add Revenue to the Opportunities dashboard and reports
Add Revenue to the Opportunities dashboard top line... some firms are less worried about assets and more focused on revenue.
Anonymous
shared this idea
The suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
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Dan B.
commented
This would be a tremendous value! A valid pipeline report is priceless.
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Dan B.
commented
Opportunites without outcomes and benefits associated seem half-baked. An opportunity should include products or services that may come from them, possible revenue/commissions, and expected payment dates of those if converted to new business. The revnue piece is a little involved but can be easily done. Select a product or service, enter % payout or fee, enter dealer concession, calculate net expected revenue. Create a report and business suddenly becomes more predictable.