Opportunity Board

This is a TIPP CORE workspace page. It shows your sales opportunities as cards on a board, so you can see the pipeline, move deals between stages by dragging, and open any opportunity to work on it. Opportunities are the Synergy requests of type Engagement. It is used daily by sales people and sales managers to follow up deals. Texts on the page follow the language of the signed-in user.

Before you start

• The request type named Engagement must exist in Exact Synergy. If it does not, the board shows “Request Type Not Found” and “The Engagement request type has not been configured in this environment. Please import the Engagement request type before using this board.” and the New Opportunity button is disabled.
• Each opportunity is a request with a company, an owner and optionally a contact, follow-up date, priority and expected amount. Opportunities without a company or owner are not listed.
• You need access to the page according to TIPP page security. Moving cards needs permission on the underlying request in Synergy, because the change is saved under your own user.

How to see only your own opportunities

1. Open the Opportunity Board. The first time you open it in a browser session, the Owner filter is set to you and the board shows the Owner view.
2. To see someone else, choose a name in the Owner filter. To see everyone, choose All.
3. Your filter choices, the selected view and the Show Closed setting are remembered for the rest of your browser session.

How to move an opportunity to another stage, owner or category

1. Choose the view with the buttons Status, Owner or Product Category above the lanes.
2. Drag a card and drop it in another lane of that view.
3. In the Status view this changes the status of the opportunity. In the Owner view this reassigns it to that owner. In the Product Category view this changes its product category.
4. A green message “Opportunity updated successfully!” appears and the board redraws. If saving fails, the message “Error updating opportunity:” followed by the reason appears and the card returns to its old place.

How to open or create an opportunity

1. To open one, click the card. The opportunity request opens in the same window. Click the company name on the card instead to open the company account card in a new tab.
2. To create one, click New Opportunity. A new request form of the Engagement type opens in the same window.
3. When you come back to the board, click Refresh to load the latest data.

How to filter the board

1. Choose an Owner, a Revenue Type (All, Capex, Consumables or Service), or type part of a company name in the Company box.
2. The lanes, the lane totals and the figures at the top update at once. Filters can be combined.

How to see won and lost opportunities

1. Tick Show Closed. The Closed Opportunities section appears under the board.
2. Click the section heading to expand it. It shows the number of closed opportunities.
3. Use the Status filter in that section (All, Won, Lost) to narrow it.
4. Click a closed card to open the opportunity.

Screen guide

Filters and buttons at the top

• Owner: shows All or one person. It lists only owners who currently have open opportunities. Default for a new browser session is the signed-in user. When one owner is chosen in the Owner view, only that owner’s lane is shown.
• Revenue Type: All, Capex, Consumables, Service. Shows only opportunities with that revenue type.
• Company: type part of a company name. The match is a contains match and ignores upper and lower case. The placeholder reads “Search company…”.
• Show Closed: shows or hides the Closed Opportunities section. Remembered during the browser session.
• Refresh: reloads the page and all data.
• New Opportunity: starts a new Engagement request. Disabled when the Engagement request type is missing.
• Status, Owner, Product Category buttons: switch how the lanes are arranged. The active button is highlighted.

The Owner, Revenue Type and Company filters apply to the open board and its figures. They do not apply to the Closed Opportunities section, which has only its own Won and Lost filter.

Figures above the board

• Total Opportunities: how many open opportunities match the filters.
• Pipeline Value: the sum of the expected amounts. Large numbers are shortened to K (thousands) and M (millions).
• Average Deal Size: Pipeline Value divided by the number of opportunities.
• New Opps (30d): how many were created in the last 30 days, with their total value below.
• Next 7 Days Follow-ups: how many have a follow-up date between now and 7 days ahead.

Lanes

• Status view: four lanes in fixed order: Lead, Discovery, Proposal, Close Deal. An opportunity whose status is not one of these four does not appear in the Status view.
• Owner view: one lane per owner who has open opportunities, in name order.
• Product Category view: one lane per product category in use. Opportunities without a category do not appear in this view.
• Lane header: the lane name, the number of opportunities and their total expected amount (shortened to K or M). The arrow collapses or expands the lane, and this is remembered during the browser session.
• An empty lane shows “No opportunities” and a drop area “Drop opportunities here”.

What a card shows

• Title: the opportunity description, or “No Description”.
• Amount: the expected amount.
• Priority dot: shows the priority. Priority 1 is urgent, 2 is high, 3 is medium and anything else is low. When no priority is set it counts as 3.
• Company with its logo. Shows “Unknown Company” when the name is missing.
• Contact name, or “No contact”.
• Follow-up date, or “No date”. A card whose follow-up date is today or earlier is highlighted: today and overdue have their own highlight.
• Last Action: the date the request was last modified.
• Owner picture and name, or “Unassigned”.

Within a lane, cards are ordered by follow-up date, oldest first.

Closed Opportunities section

• Lists opportunities of the Engagement type that have been processed and are closed, newest change first.
• Each closed card shows the title, a Won or Lost badge, company, amount, owner and the “Closed:” date, which is the last modified date.
• The heading shows how many are listed, for example “3 of 12 opportunities” when the Status filter is used.
• When there is none, it shows “No closed opportunities”.

Messages and what to do

• “Request Type Not Found” with the text about the Engagement request type. Ask your Synergy or TIPP administrator to import the Engagement request type.
• “Opportunity updated successfully!” The move was saved.
• “Error updating opportunity: [reason]”. The move was not saved. Check that you have permission to change the request, then try again or open the opportunity and change it there.
• “Error loading data: [reason]” with a Refresh Page button. Click it to reload the page.
• “Error loading closed opportunities”. Reload the page with Refresh.

What you cannot do here

• You cannot edit details such as amount, contact, follow-up date or priority on the board. Click the card to open the opportunity request.
• You cannot close an opportunity as Won or Lost from the board. Do this in the opportunity request.
• You cannot drag a card from the Closed Opportunities section.
• Changes made by other users appear only after Refresh.

Related pages

• Opportunity request (Engagement request form): opens when you click a card or New Opportunity.
• Company account card: opens when you click the company name on a card.

Common questions

What is the Opportunity Board for? It shows your open sales opportunities as cards grouped by status, owner or product category, with pipeline figures, so you can follow up and move deals along.

Why do I only see my own opportunities? The Owner filter starts as you in a new browser session. Choose All in the Owner filter to see everyone’s.

How do I change the stage of an opportunity? Click the Status button and drag the card to another lane: Lead, Discovery, Proposal or Close Deal.

How do I reassign an opportunity? Click the Owner button and drag the card into the lane of the new owner. Only owners who already have open opportunities have a lane, so for anyone else open the opportunity and change the owner there.

Why is my opportunity not on the board? It may be closed (see Closed Opportunities after ticking Show Closed), filtered out by Owner, Revenue Type or Company, in a status that is not one of the four lanes (in the Status view), or without a product category (in the Product Category view).

What does the Revenue Type filter do? It shows only opportunities with the revenue type Capex, Consumables or Service. All shows every opportunity.

How do I see won and lost deals? Tick Show Closed, expand Closed Opportunities and use its Status filter for Won or Lost.

What do the numbers in the lane header mean? The count of opportunities in that lane and their total expected amount, shortened to K or M.

Why is a card highlighted? Its follow-up date is today or has passed.

How do I add a new opportunity? Click New Opportunity, fill in the Engagement request and save it, then click Refresh on the board.

Why do I see Request Type Not Found? The Engagement request type is not set up in this Synergy environment. Ask your administrator to import it.