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Manage Opportunities

Manage Opportunities

Pipeline list view for all opportunities showing revenue tracking and stage visualization.

Filters

  • Sales Stage — Filter by pipeline stage
  • Sales Team — Filter by team
  • Search — Free-text search

Results Table

Columns:

  • Ref — Opportunity reference (linked to edit)
  • Title — Opportunity name
  • Company — Organization
  • Stage — Current pipeline stage
  • Probability — Visual probability bar
  • Expected Revenue — Deal value
  • Close Date — Expected close date
  • Team — Sales team
  • Assigned To — Salesperson

Revenue Summary

A totals row at the bottom shows:

  • Total Expected Revenue — Sum of all opportunity revenue
  • Total Weighted Revenue — Sum of (revenue × probability ÷ 100) for a realistic pipeline value

Only records with is_opportunity = 1 are shown.

See Also