5 (2 ratings)

Opportunity value Over Time for Creatio

See your opportunity values over time in your dashboards, not only at signature date.
    Product description

    The “Opportunity value over time for Creatio” add-on adds a functionality to divide the amount of the opportunity value by the duration of the contract (in months).

    When inserting a value for the opportunity at a date X, in the dashboards it is only possible to see the signed amount at date X. However, in some situations, the opportunities are contracts whose value is shared over several months or even years.

    Use cases:

    • For Sales representatives.
    • For Sales management.
    • For C-suite.
    • If your opportunity is a contract whose value is shared over several months or years.

    Key features:

    • Adds a field "Beginning of the project", at the opportunity level, which is a date field.
    • Adds a "Contract Duration (months)", at the "Products" tab level in the opportunity section.
    • Adds a detail which lists the value of all the products per month.
    • Allows to have precise dashboards and statistics on your opportunities / opportunities products.


    The add-on automatically adds two mandatory fields : "Beginning of the project" and "Contract Duration (months)".

    Both titles can be changed in the section wizard. However, you need to have these two additional fields on your opportunity.

    The choice was made to add a field "Beginning of the project" in addition to the "Closed on" field which is OOTB on Creatio. This lets you the option to have two different dates, one to determine when the opportunity was closed and one to determine when your project begins. If your opportunity signature always corresponds to the beginning of the project, you could obviously imagine creating a business rule to make those two fields equivalent.

    Opportunity value over time for Creatio Cloud\On-site Subscription
    $ 200
    / year
    The listed price does not include the cost of Creatio Platform plan. For detailed information on Platform pricing, please refer to the following link.
    Pricing does not include taxes and fees (such as VAT) regulated by law.
    The payment shall be made either (i) in USD or (ii) in EUR, (iii) in GBP, (iiii) in AUD at the company's then current commercial rate if it would be agreed with Creatio.

    Terms & Conditions

    Support is available for this application.
    Support conditions

    Support is provided by the developer within the “Basic” and  “Business” packages. Detailed information about the support packages and the support terms can be found on the Creatio website.

    Support contacts
    Product compatibility
    Sales (enterprise)
    Sales (team)
    8.0.0 and up
    Any supported DBMS
    .NET Core (deprecated from 8.0.9)
    .NET Framework
    Deployment options
    Account 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.

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