Opportunity completeness for Creatio

The "Opportunity completeness" add-on allows you to customize calculation of the opportunity data completeness based on the selected fields and their values.

Use cases:

The add-on helps sales managers and supervisors to monitor opportunity data completeness using a detailed assessment based on filling out of the selected fields that have special importance, for example, fields in the "Tactics and competitors" tab, opportunity type and category, the source of the opportunity, etc.

Key features:

• selecting any fields that are considered important for assessing opportunity completeness;
• calculating the sum of points indicating opportunity completeness if selected fields were populated.

Notes:

• the points are added if the field is populated;
• for lookups and boolean fields the points are added if the selected value is chosen.