Really Simple Opportunity Management

Really Simple Opportunity Management allows you to keep track of your Opportunities (potential sales), run sales forecasts and see sales history by customer and product.

  • Create multiple Opportunities within each Account.
  • Record historic won & lost Opportunities.
  • Break each Opportunity down into product or service lines.
  • Track Opportunities through user definable sales stages.
  • Forecast your revenue using an easy-to-use dedicated sales forecast report writer.
  • Forecast values by weighted, unweighted, deal count, monthly, quarterly, half-yearly or annually.
  • Roll up Forecasts from people to sales groups to your whole organisation.
  • Download Forecasts into Excel with just one click.
  • Report sales by source, product line, sales person, sales group.
  • Win/Loss reporting
  • New Business/Repeat Business reporting
  • Dashboard on home page shows real time overview of sales, pipeline and sales funnel.
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