Automatic Opportunities Weighting

Automatically weight the revenue of your opportunities based on their status.

This will save you time in your forecast tracking by automating and standardizing the weighting of this revenue. It will also help avoid manual entry errors and/or omissions!

Summary

Configure automatic weighting by status

You can configure the weighting percentage by need status so that it applies automatically whenever the status changes!

Admin Settings

To configure the weighting percentage by need status, go to:

Administration > Global Settings > Opportunities/Projects

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  1. Enable the option "Automatically define a weighting based on the need’s status" to open the menu
  2. Apply a weighting for each need status (Note: all statuses must have a weighting, even if it's zero) 
  3. You have the option to check "Allow manual editing of the weighting on the need" if desired

 Warning

These weightings will by default only apply to new opportunities or those whose status is updated after this configuration

Usage

Once configured by status, the automatic weighting will apply each time the need’s status changes.

If you have enabled the manual edit option for the weighting, you will see a "lock" icon to the left of the automatic weighting. This allows you to switch to manual entry if needed.  

For opportunities created or updated BEFORE the default weighting setup, you will have the option to apply the default value configured for the relevant status.

You can do this one need at a time:

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Or you can apply it in bulk by selecting the opportunities: 

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 Tip 💡

Also remember to set the start and end dates of the need properly, so that your weighted revenue is evenly distributed over the period!

 

F.A.Q.

  I don’t have access to the Admin panel — how can I configure default need weighting?

This is a permissions issue: you can contact your admin so they can configure it for you or grant you access to Global Settings in your interface. 

  I can't switch to manual entry for the weighting (I don’t see the lock icon)?

This option must be checked in the weighting configuration: "Allow manual editing of the weighting on the need".

We hope this article was helpful and we warmly encourage you to let us know by voting just below.

Still have unanswered questions? Feel free to contact our Support team — we're here for you:

Contact Support

Tel: (+33) 03 62 27 61 05

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