{"id":9112,"date":"2014-11-06T05:44:47","date_gmt":"2014-11-06T05:44:47","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=9112"},"modified":"2014-11-06T05:44:47","modified_gmt":"2014-11-06T05:44:47","slug":"opportunity-funnel-in-sage-crm-2014-r2","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/11\/06\/opportunity-funnel-in-sage-crm-2014-r2\/","title":{"rendered":"Opportunity Funnel in Sage CRM 2014 R2"},"content":{"rendered":"

For any sales person, it\u2019s always convenient that there should be something which will let him know how much potential business he has in his bucket. Along with many more enhancements, Sage CRM 2014 R2 provides an Opportunity Funnel which has an interactive feature which lets the sales person know about possible opportunities for business.
\nNew Stuff:<\/strong><\/em><\/span>\u00a0 Managing FCK Editor\u2019s behavior with SageCRM Style sheet<\/a>
\nIf user is not able to view opportunity funnel in My CRM Mode then same can be enabled by following steps.
\n1. Login to \u201cCRM\u201d<\/strong>
\n2. Go to \u201cPreferences<\/strong>\u201d
\n\"BG1.1\"<\/a>
\n3. Then check the option selected under \u201cShow Opportunities Funnel\u201d <\/strong>field. If value is \u201cNo<\/strong>\u201d then change it to \u201cYes<\/strong>\u201d and save.
\n4.Click on \u201cOpportunity<\/strong>\u201d tab as shown below.
\n 
\n\"BG1.3\"<\/a>
\nAs we have enabled opportunity funnel, user will be able to view opportunity funnel as shown in below screenshot. Here sales person can view his opportunity funnel. User can filter this based on Stage, Status etc.
\n\"BG1.4\"<\/a>
\nAs you can see a funnel<\/strong> gets displayed having three layers based on stages<\/strong> along with its forecast<\/strong> value.
\nTo view the same information in form of Horizontal Bar chart, just click the\u00a0highlighted button adjacent to the opportunity list. Result will be as shown in the below screenshot.
\n\"BG1.5\"<\/a>
\nAlso Read:<\/strong><\/em><\/span>
\n1) WORKFLOW IN SAGE CRM 2014 R2<\/a>
\n2) Set Default Value for Date Field through Script<\/a>
\n3) Progress Bar on Sage CRM entity screens<\/a>
\n4) Using Primary Key Column of an Entity to Sear<\/a>ch
\n5) Integrating Sage CRM with office 365 using Stunnel<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

For any sales person, it\u2019s always convenient that there should be something which will let him know how much potential business he has in his bucket. Along with many more enhancements, Sage CRM 2014 R2 provides an Opportunity Funnel which has an interactive feature which lets the sales person know about possible opportunities for business.\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[54,63,73,81,164,165,269,287,332,1],"tags":[661,693,740,1187,1189,1708,1776],"class_list":["post-9112","post","type-post","status-publish","format-standard","hentry","category-chart-sage-crm","category-cloud-crm","category-configuration","category-crm-dot-com","category-funnel","category-fusion-charts-sage-crm","category-opportunity-sage-crm","category-pipeline-sage-crm","category-sage-crm","category-uncategorized","tag-chart","tag-cloud-crm","tag-configuration","tag-funnal","tag-fusion-charts","tag-opportunity","tag-pipline"],"yoast_head":"\nOpportunity Funnel in Sage CRM 2014 R2 - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/11\/06\/opportunity-funnel-in-sage-crm-2014-r2\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Opportunity Funnel in Sage CRM 2014 R2 - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"For any sales person, it\u2019s always convenient that there should be something which will let him know how much potential business he has in his bucket. 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