Potential

The Potential module in PrismERP provides a structured way to manage all sales potentials. Users can create new potentials with detailed information, including related opportunities, products, sales stages, probability, expected revenue, and competitor details. The module allows tracking of activities, managing linked quotes, and updating the status of each potential as it progresses. Advanced search and filter options make it easy to locate specific potentials, while the details view offers comprehensive insights. Additionally, users can generate reports to analyze potential performance and support informed decision-making.

1. New Potential

Potential Information:

Field	Description / Action
Potential Name	Enter the name of the potential or opportunity.
Date	Select the date when the potential was created.
Opportunity	Select the related opportunity for this potential. (if applicable)
Potential Owner	Assign the user responsible for managing this potential.
Sales Stage	Select the current sales stage of the potential.
Product	Select the product associated with this potential.
Probability (%)	Enter the probability of closing the deal in percentage.
Exp. Closing Date	Select the expected closing date for the potential.
Expected Rev.	Enter the expected revenue from this potential.
Top Deal	Mark if this is a top deal for tracking purposes.
Classification	Enter the classification or category of the potential.
Description	Enter additional notes or details about the potential. (if applicable)

Competitor List:

Field	Description / Action
Competitor Name	Enter the name of the competitor associated with this potential.
Product Name	Enter the competitor’s product name.
Product Price	Enter the competitor’s product price.
Probability	Select the probability of winning the deal against this competitor.

2. List Of Potential

2.1 Search, Filter & Actions

Field	Action
Code	Search potentials using the unique potential code.
Party	Filter potentials by the organization or customer name.
Opportunity	Filter potentials linked to a specific opportunity.
Product	Search potentials by associated product.
Sales Stage	Filter potentials based on the current sales stage (e.g., Qualification, Negotiation).
Probability (>)	Filter potentials with probability greater than a specified percentage.
Pot. Owner	Filter potentials by assigned potential owner.
Opp. Owner	Filter potentials by the opportunity owner.
Created By	Filter potentials based on the user who created the record.
Branch	View or filter potentials by branch or office.
From	Select the start date to filter potentials created from a specific date.
To	Select the end date to filter potentials created up to a specific date.
Classification	Filter potentials by classification or category (e.g., Enterprise, SMB).
Status	Filter potentials based on the current status and update status as needed.
Edit Potential	Edit and update potential details directly from the list view.

2.2 Details View & Action

Field	Action
Details	Access and edit detailed information of the potential.
Quotes	View and manage quotes linked to this potential.
Activities	Track and manage activities scheduled or performed for this potential.
Last Activity	View the most recent action performed on the potential.

3. Potential List Report

Field	Action
Report	Preview and Download Report in multiple formats.