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Managing Opportunities

Opportunities (also called deals) are the core of your sales process in SalesOS. Each opportunity represents a potential sale with an associated value, close date, and probability of winning.

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Opportunity Detail View

When you click a deal card in the pipeline or open an opportunity from the list, you see the full detail view:

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Key Fields

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Stage Probabilities

Each pipeline stage has a default probability that reflects how likely a deal in that stage is to close:

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Revenue Forecasting

SalesOS calculates revenue forecasts based on your open deals:

• Best case — Sum of all open deal values
• Weighted forecast — Sum of (deal value x probability) for all open deals
• Committed — Value of deals in Negotiation stage or later
• Closed — Value of deals already marked as Closed Won

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Forecast by Period

Use the period selector to view forecasts for:

• Current month
• Current quarter
• Current year
• Custom date range

The forecast view shows a bar chart comparing your target (if set by your admin) against your weighted and committed pipeline.

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Managing Opportunity Activities

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Notes

Add notes to document conversations, decisions, and next steps. Notes are timestamped and attributed to the author.

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Tasks

Create tasks associated with an opportunity:

1. Open the opportunity
2. Click the Tasks tab
3. Click + Add Task
4. Set the task title, due date, and assignee
5. Tasks appear in your dashboard and send reminders when due

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File Attachments

Attach files to any opportunity:

• Proposals and quotes
• Contracts
• Presentations
• Meeting recordings
• Any relevant documents

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History Timeline

The timeline tab shows a complete audit trail of every change made to the opportunity:

• Stage changes (with who moved it and when)
• Value changes
• Field updates
• Notes added
• Files attached
• Tasks created and completed

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Closing Deals

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Closing Won

When you successfully close a deal:

1. Move the card to Closed Won (drag and drop or use the stage dropdown)
2. Confirm the final deal value
3. Optionally add a closing note
4. SalesOS awards gamification points based on the deal value

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Closing Lost

When a deal does not proceed:

1. Move the card to Closed Lost
2. Select a loss reason from the dropdown (configured by your admin):
   • Lost to competitor
   • No budget
   • No decision made
   • Timing not right
   • Product fit issues
   • Other
3. Add a note explaining what happened

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Reopening Deals

If circumstances change, you can reopen a closed deal:

1. Open the closed opportunity
2. Click Reopen Deal
3. Select the stage to return it to
4. The deal reappears on the pipeline board

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Bulk Operations

From the opportunity list view, you can perform bulk actions:

• Reassign — Transfer selected deals to a different sales rep
• Update stage — Move multiple deals to a new stage
• Add tags — Apply tags to selected deals
• Export — Download selected deals as CSV

Select multiple deals using the checkboxes, then choose the action from the bulk actions menu.

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Next Steps