The opportunity card is considered the main component of opportunity management. All information about the opportunity, for example, contracts, the sales cycle process, relevant documents, projects, items, and partners are contained within the opportunity card. In the process of converting an opportunity into a completed sales deal, there may be changes or relevant information to be added to the opportunity card.
In Exact Synergy Enterprise, you have the flexibility of customizing your opportunity card to easily view the information. When you access the opportunity card, the most important information such as the status of the deal and the sales cycle stage is automatically displayed in the header of the screen. You can also see the historical progress along the sales cycle stages and important sales information such as the status of the deal, the stage it is in, the planned amount, and the probability of winning the deal. This information can also be presented in a form of a graph within the opportunity card for a clearer presentation of data.
Users with the following access rights are allowed to view and modify the additional information in the opportunity card.
All users can view the opportunity cards.
The information in this document is applicable to product update 264 and higher. If you have versions lower than this, certain features explained here will not be applicable.
Header section
Display currency
Select “Currency_code” (Corporate currency), “Currency_code”(Division currency), or “Currency_code”(Card currency) to display the amounts in the opportunity card in the corporate, division, or card currency, respectively. By default, “Currency_code”(Card currency) is selected.
Note: The setting is displayed only when the corporate, division, and card currencies are all different.
Sales section
This section displays the sales information of the opportunity.
Code
This displays the unique alphanumeric code to identify the opportunity you want to create.
Description
This displays the description of the opportunity card.
Owner
This displays the person who is responsible for the opportunity and maintaining the updated information of the opportunity. Click the link to view the personal card.
Account
This displays the account linked to the opportunity. Click the link to access the account information. For more information on maintaining accounts, see Creating and modifying company accounts.
Contact
This displays the main contact person linked to the opportunity. Click the link to view the personal card of the contact person. Note that you cannot delete the entry of a person who is the main contact person of an opportunity.
Currency
This displays the currency used for the planned, expected and realized amount involved in the opportunity. Click the link to view or modify the currency information.
Project
This displays the main project linked to the opportunity. Click the link to view the project card.
Note:
- You cannot delete the entry of the project that is the main project of an opportunity.
- When creating a document or request via the New: Document or New: Request button on this page, the project defined here will be automatically filled at the Project field for the document or request.
Planned amount / Probability
This displays the amount that is expected to be gained from the opportunity and percentage of the probability in winning the opportunity. The percentage of probability must be a value between 1 and 100. You cannot edit this information here but you can recalculate the amount in the Items section or modify the information by clicking Edit.
Expected amount
This displays the amount that is expected to be gained from the opportunity based on the probability of winning. The expected amount is automatically calculated based on the planned amount multiplied by the probability in percentage, and then divided by 100%.
Targeted assortment
This displays the main targeted assortment for this opportunity. Click the link to view or maintain the assortment information.
Realized amount
This is the actual amount that you have gained from winning the opportunity. It is relevant only if you win the opportunity.
Contacts section
This section displays the contact information related to the opportunity. It displays the title, the name of the contact, the job description, and the contact role. In each row you will see the contact information such as the title, name, job description, and the contact’s role within this opportunity. Click the contact person to view or maintain the contact information.
All
Click this to display all the contacts in a separate screen.
Add
Click this to add new contacts. You can add a contact only if the contact is available in the account which the opportunity is linked to. After selecting the contact person, select a contact role for the contact. For more information, see Adding and modifying contacts for opportunities and Overview of contact and partner roles for opportunities.
Remove
Click this to remove the contact from the opportunity card. A message will be displayed to confirm the action. Click OK.
Note: This is available next to all contact people who are not the main contact person of the opportunity.
This indicates that the corresponding contact person is the main contact.
Note: This is available only if you have the rights to edit the opportunity card.
Additional remarks section
This
section allows you to define the additional remarks for the opportunity. By
default, this section is not displayed. Click Edit to define the additional remarks. Type the additional remarks at
the Additional remarks field. Click OK to save the additional remarks.
Opportunity history section
This section details the history of the sales cycle for the opportunity. It displays a record of the changes and updates in the planned amount and probability of winning the opportunity at each stage in the sales cycle. The columns displayed are explained below.
Deal
This column displays the status of the opportunity at a specific stage.
Stage
This column displays the stage in the sales cycle where the update occurred.
Planned amount
This column displays the planned amount at a particular stage in the sales cycle. Changes to the planned amount can occur when the customer changes the items ordered or if there is special discount or promotional price is offered in the sales contract. The planned amount can be updated by clicking Edit to modify the opportunity card. You can also update the planned amount with the total amount of the list of targeted items in the Items section by clicking the 
Update: Planned amount icon in the Items section to calculate changes to the quantity or price of the ordered items.
Probability (%)
This column displays the probability at a particular stage in the sales cycle. Changes to the probability of winning the opportunity can occur when the customer becomes more interested in the business opportunity or has expressed positive feedback during negotiations. The probability can be modified by clicking Edit to modify the opportunity card.
Modified
This column displays the name of the person who updated the request at the particular stage in the sales cycle, and the date and time of the update. Click the name to access the information of the person.
Sales cycle history section
This section displays the graphical information for the expected amount at each stage of the sales cycle process. The information displayed is the development of probability (%), the planned amount, and the expected amount over the various sales cycle stages.
Free fields section
This section displays the user defined fields (if any). This section is available only if you have set up one free field or more for the opportunities. For more information on free fields, see Overview of free fields for opportunities.
General section
This section defines the basic information that describes the opportunity.
Type
This displays the account type that is linked to the account.
Start date
This displays the start date from when the opportunity is opened. The start date indicates when the sales cycle activities for the opportunity are planned to, or have started.
End date
This displays the end date of when the opportunity is closed. The end date indicates when the sales cycle activities for the opportunity are planned to end.
Follow-up date
This displays the follow-up date which acts as a reference or additional information on the business follow-up activities carried out for the existing sales opportunities.
Note: The Follow-up date displayed can be a future or past date.
Sales cycle
This displays the definition of the sales cycle process used by the opportunity. Click the link to access the description and detailed information for the sales cycle process. For more information, see Overview of sales cycles.
Source
This displays where the opportunity was found or how the opportunity was created. Click the link to view the details of the source. For more information about maintaining sources, see Overview of sources for opportunities.
Stage
This displays the current stage of the opportunity’s sales cycle process. The stage information is updated automatically when a request is completed and the next request is started in the sales cycle. The stage number is indicated next to the stage name to show the position of the current stage in the sales cycle process. For more information, see Overview of sales cycles.
Next stage
This displays the next stage in the sales cycle process after the current stage is completed. This is useful for the user to plan and anticipate the next step in the sales cycle process flow.
Deal
This displays the current status of the opportunity. The status displayed here corresponds to the status displayed in the header of the opportunity card. For more information, see Overview of sales cycles.
The statuses possible are:
- Undecided — This indicates that the opportunity is still in the sales cycle process.
- Won — This indicates that the opportunity has been converted to a successful deal.
- Lost — This indicates that the opportunity has been lost.
The status of the opportunity is updated automatically when there are changes in the status of the request in the sales cycle. When an opportunity is created, the status is set to Undecided by default. If the final request in the sales cycle is rejected, the opportunity status changes from Undecided to Lost. If the final request in the sales cycle reaches the status that is
defined, the status changes automatically from Undecided to Won.
Security level
This displays the security level needed to gain access to the opportunity card. Users with a security level higher than or the same as the security level defined can access the opportunity card.
Division
This displays the division to which the opportunity belongs. Click the link to view the information about the division. For more information about divisions, see Creating and modifying divisions.
Cost centre
This displays the cost center used for registering and reporting the sales cost associated with the opportunity. Click the link to view the information about the cost center. An opportunity always belongs to a cost center for the purpose of accurate reporting on sales related cost. For more information, see Creating and modifying cost centers.
Monitor section
This section allows you to access the other entities in Exact Synergy Enterprise that are related to this opportunity. When viewing opportunity cards, the header of this section is not displayed. The header will be displayed when you are customizing the cards.
This section allows you to access the other entities in Exact Synergy Enterprise that are related to this opportunity.
Documents
Click this to display all documents related to the opportunity. Documents related to the project are such as the quotation, project proposal and contract.
Projects
Click this to display all projects that are linked to the opportunity.
Workflow
Click this to display the workflow requests that are linked to the opportunity.
Reports
Click this to view reports that are categorized under the Customers report group. For more information, see Overview of report - Reporting Services Integration.
Quotations
Click this to view quotations that are linked to the opportunity.
Requests section
This section displays the related requests in the sales cycle of the opportunity. Requests are displayed in descending order of the last modified date (from the most recent modified request to the earliest modified request).
In the first line, 
or indicates whether the request is completed or still in progress in the workflow. This is followed by the request ID. Click the request ID to access the request details. You can also see the status of the request (such as Open, Approve, Realized, Processed, or Rejected), followed by the request type description (such as task, appointment, hour planning, consultancy, invoice request, expense claim).
In the second line, you can see the creator’s name and the current actor of the request. The creator is the person who entered the opportunity in the system whereas the current actor is the person responsible for the action required in the request at the specific sales cycle stage. Click the name of the creator or the person to view the respective details of the person.
In the third line, you can see 
and the corresponding remark, which indicates that a remark was made by the requestor (Remarks: Request section in the request screen).
In the fourth line, you can see 
and the corresponding remark, which indicates that a remark was made during the workflow (Remarks: Workflow section in the request screen).
Competition section
This section displays the competitors faced in pursuing this opportunity. In the header for each competitor displayed, you will see the competitor account name and the type of account. You can also view the advantage and disadvantage profile for the competitor as indicated by 
and 
respectively.
All
Click this to display all competitors in a separate screen.
Add
Click this to add a new competitor. You can add a competitor only if the account is available in Exact Synergy Enterprise.
Note: This is available only if you have the rights to edit the opportunity card.
Remove
Click this to remove the competitor. A message will be displayed to confirm the action. Click OK to delete or Cancel to cancel the deletion.
Note: This is available only if you have the rights to edit the opportunity card.
This displays the advantage of the competitor in comparison to your company. Click this to maintain the advantage and disadvantage profile.
Note: This is available only if you have the rights to edit the opportunity card.
This displays the disadvantage of the competitor in comparison to your company. Click this to maintain the advantage and disadvantage profile.
Note: This is available only if you have the rights to edit the opportunity card.
Partners section
This section displays the partners involved in the sales activities related to this opportunity and may benefit from a successful deal made from this opportunity.
All
Click this to display all partners in a separate screen.
Add
Click this to add a new partner. You can add a partner only if the partner is available as an account in Exact Synergy Enterprise. After selecting the partner account, select a contact available in the partner account. You can add a contact only if the contact is available in the partner account. Then, select a partner role for the partner account. For more information, see Adding and modifying partners for opportunities.
Note: This is available only if you have the rights to edit the opportunity card.
Account
This column displays the name of the partner account. Click the account name to view the account information.
Contact
This column displays the contact person at the partner organization. Click the contact name to view or maintain the partner information.
Partner role
This column displays the role of the partner in this opportunity. Click the partner role to modify the partner role description. For more information on creating, modifying and deleting partner roles, see Overview of contact and partner roles for opportunities.
Note: This is available only if you have the rights to edit the opportunity card.
Remove
Click this to remove the partner from this opportunity. A message will be displayed to confirm the action. Click OK to delete or Cancel to cancel the deletion.
Note: This is available only if you have the rights to edit the opportunity card.
Items section
This section displays the items that are related to the opportunity.
All
Click this to display all items in a separate screen.
Add
Click this to add a new item to the opportunity card. For more information, see Adding items in opportunities.
Note: This is available only if you have the rights to edit the opportunity card.
Description
This column displays the description of the item.
Quantity
This column displays the quantity of the item involved in the opportunity.
Unit
This column displays the unit of measurement used by the corresponding item.
Sales price
This column displays the sales price for one unit of the corresponding item.
Total
This column displays the total sales amount for the specified quantity of the corresponding item.
Remove
Click this to remove the item from this description. A message will be displayed to confirm the action. Click OK to delete or Cancel to cancel the deletion.
Note: This is available only if you have the rights to edit the opportunity card.
Update: Planned amount
Click this to calculate the total amount for all items in the list and update the planned amount.
Note: This is available only if you have the rights to edit the opportunity card.
Remarks - None / Remarks - more section
This section displays remarks of the opportunity. You can click the link to type the remarks in the box, or modify existing remarks.
Timeline section
Click Timeline to display the timeline panel, and click Timeline again to hide the timeline panel. This section allows you to share posts to your timeline.