Overview
Product overview
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.
Pricing
Terms and Conditions
Pricing FAQ
Support
Thank you for choosing to use our Marketplace app. We appreciate your interest and want to provide you with important information about our support policy.
Please note that this app is provided "AS-IS" without any warranties, and at this time, we do not offer official support service level agreements (SLAs). While we are committed to improving the app and providing assistance when possible, we may not be able to provide dedicated support for individual users.
We understand that this may be disappointing, and we apologize for any inconvenience this may cause. We encourage you to refer to our documentation and to participate in Creatio Community for assistance.
Thank you for your understanding and for choosing to use our app. We hope that you will continue to enjoy the benefits of the app despite this limitation.
Installation
Setup guide
1. Add fields to calculate. Go to "System settings"> "Lookups"> "Opportunity completeness settings", add all the fields that should be included in calculating the probability of opportunity. Select the value in the "Field display value" column for lookup fields.
2. Indicate the points. Fill in the number of points in the column "Completeness value". For lookup fields, the number of points will be calculated in accordance with the specified values of this field, for the fields filled by the user points will be added upon the fact of filling in this field. All of these points will be converted into percentage values.
3. Check the calculation. Go to "Oportunites"> "New opportunity", to fill in the fields specified in the lookup step by step, save and check the values of the "Probability" indicator.
Data sharing
- By installing or downloading the App, you confirm that you agree with sharing your account data (name, email, phone, company and country) with the App Developer as their End User.
- The App Developer will process your data under their privacy policy.
Versions
Versions history
Manual app installation
- Open the needed app → the Packages tab - download the Markeplace app files.
- Click in the top right → Application Hub
- Click New application. This opens a window.
- Select Install from file and click Select in the window that opens.
- Click Select file on the page of the Marketplace App Installation Wizard and specify the app file path.