apples2apples - Jun 17, 2011 07:08pm
That is cool and all, BUT: Why isn’t the Opportunity “relatable” to a company (client)?
In other words, allow us users to relate the opportunity to:
a) a Project Blog when creating from within a Company record
b) a Company when creating from within a Project Blog record
and really be noteworthy Irishmen :)
I work for several different companies. They pay me according to sales they make that I generate for them. I wanted a way to report, both for my own records and for theirs, on forecasted and closed sales. The opportunity list did not allow for this, so I added a drop-down list to my opportunities via the Workspace/Customize Form Fields/Edit Opportunity Fields, in which I listed my client companies. I also added a second drop-down that gave me the choices of Paid or Not Paid, so I could see at a glance which ones I had been paid for. While I was at it, I added text fields for PO Number and a date field for Paid Date (the date on which I received my payment). Finally, my clients have multiple product lines, I added Multi-Select Options for these. Now, when I export the forecast list to a spreadsheet, I can sort or filter to create the reports I need.
This is obviously a workaround that involves setting up these fields and then populating them for every revenue opportunity. Solve360 would be stronger if its native reporting took care of this. On the other hand, this is an immediate solution that works well enough to track rev opps associated with multiple clients and product lines.
I hope you find this useful.
