The Opportunities tab serves as the sales pipeline tracker for a specific job. It consolidates all proposals, recommendations, and variations into a single dashboard, allowing you to monitor the progress of additional work from initial identification to customer acceptance.
By tracking these opportunities directly on the job record, you can visualize your sales funnel and measure your success in winning additional business.
The opportunities dashboard
At the top of the Opportunities tab, the system provides a high-level summary of your sales performance for this specific job. This dashboard uses four key widgets to help you analyze your pipeline at a glance.
Opportunities / Proposals widget
This widget provides a visual Funnel Chart representing the volume of proposals at each stage of your sales process:
Total: The total number of opportunities identified.
Draft: Proposals that have been created but not yet sent to the customer.
Sent: Proposals currently with the customer awaiting a decision.
Won: Proposals that have been successfully accepted.
Each segment of the funnel is sized proportionally, showing you exactly where your proposals are sitting in the lifecycle.
Proposal Won widget
This widget tracks your successful sales. It displays the total revenue and estimated profit from all Won proposals.
Note: If a proposal includes "Add-ons," the values are only included in this widget once the customer has explicitly selected them during acceptance.
Proposal Sent widget
This widget summarizes the total value of all proposals currently sitting in the Sent status. It excludes "Add-ons" from the financial totals to provide a more conservative estimate of your pending revenue.
Sales Performance widget
This widget calculates your efficiency for the job:
Conversion Rate: The percentage of all opportunities that resulted in a won proposal.
Average Margin %: The average profit margin across all proposals linked to this job.
Navigating the opportunities grid
The main grid below the dashboard lists every individual opportunity record. Each row identifies the proposal name, its current status, the assigned sales person, and the financial values.
Understanding opportunity types
Not all opportunities are standard quotes. The system categorizes records into specific types:
Recommendation: Typically raised by a technician on-site when they identify additional work required (e.g., a leaking valve found during a service).
Variation: Used to record a change in scope to an existing piece of work that has already been agreed upon.
The Defects and Recommendations feature, which allows technicians to log these items from the field, is available on the Customer Journey plan and above.
Filtering and sorting
If a job has a complex sales history, you can use the toolbar to narrow your view:
Filter: Click the filter icon to isolate records by Status (e.g., Won or Draft), Sales person, or Type (Recommendation vs. Variation).
Sort: Click the column headers to sort your list by Revenue, Margin, or Last updated date.
Managing opportunities
From the grid, you can perform several key actions to progress your sales.
Add new opportunity: Click the Add new opportunity button to start a new proposal or variation for the job.
View and Edit: Click any row to open the full proposal details. From there, you can adjust pricing, add options, or update the sales stage.
Status tracking: As a customer accepts or rejects a proposal, the status is updated in the grid, which in turn updates the Funnel Chart and Conversion Rate in the dashboard above.
Read more about the job record and the job tabs.
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