In addition of third parties prospection and follow-up functionalities, Dolibarr offers opportunities features. In projects module, you can input an opportunity status, probability and amount for a better follow-up of your business affairs.
Opportunity status can be personalized with a dictionary.
Save your opportunity data
Set the opportunity data. These data can always be modified depending on the project advancement.
- Follow-up your projects :
Sort and filter lists of projects according to opportunities data
On Projects homepage, a box displays the repartition of project depending on opportunities statuts and amounts
The opportunity status is usefull in order to organise your planing depending on the emergency levels of the projects from their recording till you win them.
The budget will let you know easily about profit and loss depending on all the business document that will be link to the project such as customers and suppliers invoices.
Cross opportunity data of projects and customers
Using opportunity features on prospects and projects will help you organizing you time and actions !