To view and manage your pipeline of opportunities:
Click on the Opportunities link in the left-hand navigation menu.
It will display your opportunities according to the filter on the left-hand side. There are three views that you can choose to view the opportunities. They all respect the filter.
List view
You can select the columns you want to view, download the data to a CSV file, or produce a PDF report using the icons above the filter.
Board view
The Board view uses the Kanban approach for displaying and managing opportunities on a board.
This allows you to see and move them to the next stage by dragging and dropping into the appropriate stage column.
The Kanban board ordering is populated by the date it was added to Donorfy - i.e The Opportunity Date Added.
Features of the Board view include:
Number of days in the stage:
green if more than a week until max days in the stage.
amber if 7 days or fewer remain until max days in the stage.
red if it has exceeded the max days in the stage.
The band on the left-hand side of the opportunity cards is colour coded according to the opportunity's outcome:
blue for outcome not yet set.
green for positive outcome.
amber for neutral outcome.
red for negative outcome.
Moving an opportunity into a stage will automatically create tasks associated with that stage (take care to move them only once to avoid duplicate charge).
Completed"stage is the final stage for all opportunity types. It is a place to put opportunities that are now finished, to stop them from cluttering the display.
Hide a column by clicking the stage name on the column header.
Charts view
Charts view displays the monetary value of opportunities in a variety of charts.
📌Note: The Opps by Stage chart is only available when you have selected one Opportunity Type in the filter.
You can choose whether the values shown are the Forecast Amount (as opposed to the Opportunity amount). The forecast amount is the opportunity amount multiplied by the forecast percentage. For example, a £100 opportunity with 70% forecast percentage has a forecast amount of £70.
⚠️Important:
Opportunities is a Professional only feature. Essential subscribers, please contact us to find out more about upgrading.