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Can I visualise gains and losses on Opportunities? 

Updated: 17 May 2022 21:29:05 OpenCRM::Opportunities

There are a couple of ways in OpenCRM which enable you to see whether the value of an Opportunity has gone up or down.

Arrows on the Opportunity Grid

The arrow icons let you know if there has been:

By hovering over the arrow you can see by how much the value has changed:

Seeing Gains and Losses on the Opportunity Record

If you go into the Opportunity record you can see the change at a glance by looking in the Gain or Loss field

Using Amount or Weighted Amount

These changes are triggered by changes in the "Amount" field, so for example if you create an Opportunity with a tentative value of £10,000 and it is in fact only worth £8,000 this will be reflected by a loss of £2,000. If you want to base the gain or loss on the Weighted Amount field, you can edit this Setting. Go to Settings > Additional Settings > Opportunity Settings, tick the following box and scroll to the top of bottom of the Settings page to Save your changes:

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