Using The Opportunities Board

The Opportunities Board lets you visually track how many Opportunities are in your Sales Pipeline, see where each of your Opportunities are in the process, and helps you easily prioritize your most urgent or valuable Opportunities first.

Opportunities Board Overview

The Opportunities Board offers an overview of how your open Opportunities are moving through each Pipeline, and helps you identify which ones you should focus on.

The Opportunities Board is located in the Sidebar under Objectives.

It is comprised of:

The Pipeline Filter.
The Opportunities and Total Value Count.
Filters.
Sort and View Options.
Stages.
Opportunities.

How the Opportunities Board Can Help

The Opportunities Board lets you see at a glance where there may be gaps in your current Pipeline process. This view can help identify areas of concern, such as deals that are stuck at a particular stage, so you can focus on moving them along.

In the example below, there is only one Opportunity under Not Started, meaning this may be an area you want to focus on to increase the number of Opportunities in this Pipeline.

How Pipelines Work

Viewing a Pipeline

The Opportunities Board can show only one Pipeline at a time, since the Stages for each Pipeline are different.

Select the Pipeline you would like to view by clicking the Pipeline filter.

Setting Up Pipelines in Daylite Preferences

The Opportunities Board is tied directly to the Pipelines you create in Daylite Preferences.

These Pipelines can only be created and edited from Daylite for Mac.

In Daylite for Mac, navigate to Settings > Pipelines.
Select the + button to enter Pipeline information.
Select New Stage to create a Pipeline Stage.
Choose + Add Stage to create additional Stages.
Select New task to create a Task that needs to be completed for each Stage.
Select New appointment to create an Appointment that needs to be completed for each Stage.
Select due and set the date to either after the stage starts, or before it ends.

After setting up your Pipelines on your Mac, select the Opportunity Board from the Daylite Sidebar on your iOS device.

The Pipelines and Stages will match what you have set up in the Preferences menu.

Setting a Pipeline and Stages for a New Opportunity

An Opportunity must have a Pipeline assigned for it to be included in the Opportunities Board view.

There are two ways to do this.

The first is to set the Pipeline and Stage when you are creating a brand new Opportunity.

The second way to assign a Pipeline and Stage is from the Opportunities Board itself.

Begin by navigating to the Opportunities Board and select an Opportunity you would like to assign a Pipeline and Stage to.

Viewing Opportunity and Total Value

You can see the total number of Opportunities you have in the selected Pipeline, as well as their combined total value here.

Moving Opportunities to the Next Stage

You can move your Opportunities to the next Stage in your Pipeline by dragging them from one Stage to the next.

Dropping the Opportunity onto a Stage's title prompts an Advance Stage window that lets you verify or change the Start Date, create Tasks and Appointments, and leave Notes.

Updating an Opportunity's State

The Opportunities Board only shows Opportunities that are in an Open state. Opportunities in any other State will not be shown here, but are viewable in the Sidebar under All Opportunities. That is also why Opportunities disappear from the Opportunities Board when you change the State to Lost or Abandoned for example.

As you begin to move your Opportunity from one Stage to another, there are four different States that appear at the bottom of the Opportunities Board. These States are:

Lost
Abandoned
Suspended
Won

Dropping an Opportunity onto any of these States prompts a window at the bottom of the Board to appear, which lets you verify or change the State as well as select a reason.

The State is automatically updated in the Details and Activity View.

Filters

Using filters is a great way to narrow your search and find what you are looking for quickly.

The Opportunities Board lets you filter by:

Owner - This option filters Opportunities by individual Owner, or view All Owners at one time.
Forecasted Close Dates - This option filters Opportunities by the date the deal should close by. You can look at forecasted close dates up to a year, both past and future.
Create Dates - This option filters Opportunities by the date the Opportunity was created, up to a year, both past and future.
Category - This option filters Opportunities by Categories, which can be designated in Daylite Preferences.
Type - This option filters Opportunities by how they were acquired. You can choose to filter by Cold Calls, Trade Shows, Referrals and many more. These options can be set in Preferences.

View Options

View Options allows you to hide or show certain information from an Opportunity's card, to help you focus on what is most important to you.

Sorting Your Opportunities

You can change how you view Opportunities by clicking ↑↓ Sort and choosing from the following:

Forecasted Close organizes each Opportunity in their Pipelines, so you can see when a sale is scheduled to wrap up.
Created organizes each Opportunity by the date you created it.
Name organizes your Opportunities alphabetically.
Priority organizes your Opportunities by priority.
Total Value organizes your Opportunities by their total value.
Probability organizes your Opportunities by the likelihood they will close. This percentage can be assigned to the Opportunity under Details and Activity.
Next Activity organizes your Opportunities by next scheduled Task or Appointment.
Days in Stage organizes your Opportunities by the number of days they have remained in one Stage.

Viewing an Opportunity Card

View an Opportunity Card's Linked People and Companies

You can view an Opportunity's Linked People and Companies here. If you would like to change these values, tap the Opportunity Card and then select edit.

View an Opportunity Card's Value and Probability of Closing

You can view an Opportunity's Value and Probability of Closing here. If you would like to change these values, tap the Opportunity Card and then select edit.

View an Opportunity Card's Upcoming Tasks and Appointments

If an Opportunity has an upcoming Task or Appointment a notification will appear here. Tap the Opportunity Card to either view or create Tasks and Appointments.

View the Number of Days an Opportunity Stays Within a Stage

The Opportunities Board tells you how many days an Opportunity has been at the current Stage. This feature helps identify which Opportunities may be getting bottlenecked, and how best to move them along to the next Stage. Moving the Opportunity to the next Stage resets this number.

Setting an Opportunity's Priority

On a scale of 1-10, how important is this Opportunity? You can quickly view the Opportunity's Priority here. Tap the Opportunity Card and select edit to change this value.

Who Owns This Opportunity

You can quickly see who owns or is assigned to an Opportunity by looking at the bottom right side of the Opportunity Card. If applicable, a small photo of the owner will show.