An opportunity status is applied once a job is finalized, Opportunity Statuses are based on the revenue generated from the quotes. Using the Opportunities Report, a user can see all the opportunities in their Sera account.
Open - This opportunity status is given to any job that is not finalized. This opportunity status will change once the invoice has been closed out by obtaining the completed work signature or manually approving an invoice.
Won - This opportunity status is given to any job that generates revenue for the company. Anything profitable is considered a won opportunity.
Lost - This opportunity status is given to any job that does not generate revenue for the company. In the pricebook, a user can make any task count as a lost opportunity. For example, many companies ensure if a ticket has only a dispatch fee or a tune-up, that job counts as a lost opportunity because the technician did not sell anything additional on the job. If all line items on an invoice are lost opportunities, the job will count as a lost opportunity.
Invalid - This opportunity status is manually applied to any job that should not count as a won or lost opportunity. This could be used for canceled jobs or warranty work.
Filter between the different opportunities using the Opportunities Report under Report ---> Opportunities
The Opportunities report will display job information (date, job, customer, address, department, owner, status, lead type, lead source, membership opportunities, etc). Filter the report as needed, and export the report to Excel by using the Download button.