Opportunities are an easy way to track sales and potential sales within your organisations.

There are a variety of graphs and reports which you can choose to display on your dashboard. These include the opportunities you have won (sometimes referred to as closed) over the last 12 months, your current pipeline – open opportunties and those that you have either won or lost in the current month, and many more.

The most common reason for no data showing on the graphs is becuase you haven’t associated a cost with them (for the pipeline), or haven’t set up any sales stages as won, or not open in the ‘Admin’ section.

Log in as an administrator and click on the ‘Admin’ link in the top right. Chose the ‘Configurable Values’ option and update them.

You can setup as many sales stages as you like within the ‘Admin’ section, for your graphs to work make sure you have some sales stages with the following (you can call them what you like):

• Open (Won unticked, Opened ticked)
• Won (Won ticked, Open unticked)
• Lost (Won unticked, Open unticked)

The Solo plan allows a certain number of Opportunities, this counts the total number of unarchived opportunities you currently have and won’t let you add any more when you hit this limit.

Simple view an opportunity and use the ‘Archived’ check box to archive the opportunity and stop it counting towards the limit.

Archived opportunities cannot be edited or added to.

You can export your opportunites as a CSV to run custom reports or to load them into a spread sheet. The following options are available:

• All Opportunities – this will export the complete list of all opportunities ever added to Tactile. Good for a backup.
• Open Opportunities – this will export a list of current opportunities that are not set to be closed.
• My Opportunities – this will export a list of all the opportunities that have been assigned to you.