10 Fields You Should Track with Opportunities

Once you’ve defined what Leads and Opportunities are for your organization, you’re ready to move forward in the sales cycle.

(And you’re that much closer to achieving sales and marketing alignment!)

When tracking opportunities, keep these key fields in mind first:

1. Topic (Opportunity Description)
2. Opportunity Type
3. Status
4. Owner
5. Probability
6. Estimate Close Date
7. Estimate Revenue
8. Actual Revenue
9. Source Campaign
10. Sales Stage

Once you start tracking your opportunities, you will eventually arrive at a point where you will either be winning or losing opportunities.

Do not become discouraged when you lose opportunities, though.

Value these experiences as chances to learn and do better next time with your process.

Of course, we hope you are winning more than you are losing, but you will want to track the outcomes to learn later.

This way, you can identify patterns that indicate why you are winning or losing.

Learn more about Leads and Opportunities when you read Ledgeview’s latest eBook, “From Lead to Opportunity: Defining Your Process.”

>>>Download it here.