Opportunities - List

To view all of the opportunities in your workspace, click on Pipeline in the nav bar (Figure 1). This will bring up the opportunities list screen (Figure 2). Access to opportunities is controlled by the Opportunity Permissions section of your security role, which can scope view, edit, and delete access to all opportunities, opportunities in your practice or business unit, or just opportunities you own. Next to the download button is a + button (Figure 3). Click on this button to create an opportunity. For more on creating opportunities in Ruddr, see the Opportunities - Create and Edit article. The list of opportunities can be downloaded by clicking the download button to the left of the create opportunity button. At the top of the opportunity list screen, there is a pipeline financial summary area that displays the following metrics for the opportunities being displayed in the list:

• # of Opportunities - the number of opportunities presented in the list
• Gross Pipeline - the total sum of the amount of the opportunities listed
• Weighted Pipeline - the total sum of the weighted amounts of the opportunities listed. The weighted amount of an opportunity is the total amount multiplied by the Probability to Close percentage.
• Average Deal Size - the average amount of the opportunities listed

You can also click on each of these metrics and you will be taken to a report showcasing additional details. Just above the opportunity financial summary, you have the following filters at the top of the list to help you narrow down the results:

• Search - You can type in a partial opportunity name to narrow the results.
• Company - Filter the list of opportunities by company.
• Opportunity Owner - View a list of opportunities that belong to a specific member.
• Practice - Specify the Practice for which you want to view a list of opportunities.
• Opportunity Stage - Select from a list of opportunity stages that are managed in Custom Data.
• Opportunity Stage Category - Narrow down the results to opportunities in a particular opportunity lifecycle stage category. The possible values are “Closed”, “Won”, or “Lost”
• Opportunity Tags - Used to track the various types of activities during the sales process.
• Opportunity Type - Select from a list of opportunity types that are managed in Custom Data.

The opportunity list also supports an optional Business Unit column, which can be turned on from the column selector at the top-right of the list. This is available if the Business Units feature is enabled in your workspace. To view the opportunity dashboard for a particular opportunity, simply click on the row in the list. The opportunity dashboard provides high-level information about the opportunity, any related activity, and contacts associated with the opportunity. At the right end of each opportunity row in the list, you are provided with a menu of actions (Figure 4). These actions are View, Edit, Delete, Clone, and Create Project.

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Edit an Opportunity

To edit an opportunity, your security role must grant edit access to that opportunity (see Opportunity Permissions). Simply click on the Edit menu option on the row that you want to edit. This will open up the Edit Opportunity drawer (Figure 5). From here, you can make edits to the opportunity. For more on editing opportunities, please refer to the Opportunities - Create and Edit article.

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Delete an Opportunity

To delete an opportunity, your security role must grant delete access to that opportunity (see Opportunity Permissions). Simply click on the Delete menu option (Figure 4) on the row that you want to delete. This will bring up a confirmation window (Figure 6). Once you delete an opportunity, you cannot reverse this action and all associated opportunity, file, and activity data will be gone forever!

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Clone an Opportunity

To clone an opportunity, your security role must include the Create opportunity permission along with edit access to that opportunity (see Opportunity Permissions). Simply click on the Clone menu option (Figure 4) on the row that you want to clone. You will then be prompted (Figure 8) to provide a name for the new opportunity. Clicking the Save button will create the opportunity and take you to the new opportunity’s dashboard, where you can edit the new opportunity.

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Create a Project

A project can be created from an opportunity, bringing over relevant opportunity data. When you create a project from an opportunity, an association between those two entities is created. The project will be set to a Tentative project status. You will then be able to set up the project, allocate resources, and forecast project metrics. To create a project, click on the Create a Project menu option (Figure 4) on the row for which you want to create a project. You will then be prompted by the Associate a New Project modal (Figure 8) to specify details for the new project. Clicking the Save button will create the project and take you to the project dashboard, where you can continue setting up the project.