Professional Documents
Culture Documents
I. Standards
A.Opportunities
1. When to create and use an Opportunity
a) “Deal” is $7,500 or greater
b) Long gestation period for project
c) Project could require multiple Estimates
d) Project could require several Estimates in an
”either/or” scenario
e) Always used with the plan of ultimately issuing an
Estimate
Mountz - Opportunity and Estimate Program
II. Reports
A.Opportunities
1. Open Status
a) Total Open Opportunities Summary
b) Total Open Opportunities Detail
2. To Close Status
a) Opportunities to Close Summary
b) Opportunities to Close Detail
3. Won Status
a) Opportunities Won
4. Lost Status
a) Opportunities Lost
5. Big Deal Status
a) Opportunities $7.5K - Open
b) Opportunities $7.5K - Won
c) Opportunities $7.5K - Lost
d) Opportunities $7.5K - Total
B.Estimates
1. Open Status
a) Total Open Estimates
2. To Close Status
a) Estimates to Close
3. Various
a) Estimates Lost
b) Estimates Won
c) Estimates Created Last Week
d) Estimates Created Yesterday