Opportunity hierarchy and reporting
In C4C 1511 we received new functionality – “Opportunity Hierarchy”. This is different than normal related documents view as it helps building full structure of opportunities. Ideal example would be a construction project for which we are trying to sell things in different areas (like product’s areas or for different build phases). Then we would create one top level opportunity to group others, and below it all those for specific deals – like below.
We would also like to report using this hierarchy – like to see pipeline only for top or bottom projects. And here we have a specific data source for that:
“Opportunity BTD Reference”, which contains such characteristics group:
Using it we can see what roles opportunities play in this relation, like below “Child” and “Parent” says about using opportunity hierarchy for linking opportunities.
We can imagine for example that we want to see the pipeline only for sub projects (opportunities which are on bottom level – so to exclude those top ones). Using analytics tools in C4C we can with ease build joined data source for opportunities data and its hierarchy (with our “Opportunity BTD reference” data source). We only need to remember to include only opportunities with role “Parent” in our example:
And based on this source we can build up later nice dashboard with expected and weighed values for our subprojects. With that manager could have a clear view of the pipeline per month taking into account only sub projects – to not have doubled values.