opportunity line item inVtiger

Improve forecasting accuracy with opportunity line items

Every opportunity has an estimated revenue value. But, without the correct line items this value is just a guesstimate.

To ensure that you can accurately predict revenue, Vtiger CRM now enables you to add line items to every opportunity. With this update, the opportunity record will precisely show what and how much of it is being sold – taking into account products, quantity, and price.

With the ability to add line items in opportunity record, you will be able to:

Improve opportunity value accuracy:

When sales reps associate a single figure with an opportunity, predicting the value across each line item is impossible, ultimately skewing the total opportunity value. When you add line items, Vtiger automatically calculates the opportunity amount based on the item’s unit price, quantity, and any discount added to give an accurate opportunity value.

Opportunity_line-item

Improve pipeline visibility for reliable forecasting:

When you add line items, Vtiger enables you to generate custom reports to analyze pipeline by products and services offered. Use these reports to analyse the demand for a product to ensure apt inventory levels or to predict resources to get a job done.

pivot (1)

Save time on data entry:

After winning an opportunity, you can generate a quote, sales order, or invoice on a click. Vtiger automatically pulls all line items into quote/invoice – saving you time and manual efforts on double data entry.

create-quote

Streamline discount approval process:

Vtiger gives you the flexibility to apply independent discounts on each line item in an opportunity. And if the discount requires approval, the assigned approver will be notified automatically.

discount

Provide customers with the best price offering:

When you’re selling to different customers segments, you may offer products and services at different prices based on the industry, sales territory, or geographical area. Vtiger gives you the ability to pick line items from price books to ensure the best price for every customer.

pricebook

Start using line items today to improve opportunity value accuracy, visibility into pipeline and forecasting. Powerful automation help boost your productivity and enable you to spend more time talking to customers.

Explore opportunity line items in Vtiger to get started. Have any questions? Drop a comment below or write to us at support@vtiger.com.

Leave a Reply

Be the First to Comment!

Notify of

wpDiscuz
azure-feature-img

Vtiger CRM integrates with Azure AD to support secure single sign-on

We are excited to announce a new integration that allows users to securely access Vtiger CRM from anywhere with ease. Vtiger CRM integrates with Azure ...
Vtiger_work_order

Deliver great service and delight customers with Vtiger’s work orders

If your businesses generate dozens of work orders every day to get things done, then we have good news for you! You can now generate ...
Untitled Design (1)

6 unique challenges that women in business face and how to overcome them

There is no doubt that women are making great strides in the business world. Studies show that, women are better at taking calculated risks, less ...
Gmail addon image for blog

Super-charge your Gmail Inbox with the Vtiger Add-on

At Vtiger, we understand that email is at the heart of all your communication, where you follow up with customers, send quotes and presentations, pacify ...
grow_email_list

5 email productivity hacks to conquer your inbox with Vtiger

Emails remain as one of the most popular communication tools in the workplace. According to Adobe Digital Insights’ 2016 survey, employees spend more than 4 ...
Customer_love

5 simple ways to make customers fall in love with your business

If building a successful business is your goal, then you have to do more than just sell. You have to make customers love your business ...
Knowlarity_FE

Delight customers and drive more sales with Vtiger and Knowlarity integration

In today’s competitive business environment, the need to provide exceptional customer experience throughout the buyer’s journey is more than ever before. To help businesses like ...
Vbuzz_feature_image

Meet Vtiger Buzz, your new personal assistant!

At Vtiger, we build tools that enable professionals like you to take your business to greater heights. To help you in your effort of delivering ...
sales_mistakes

Do these 3 things to scale your sales in 2018

Another year filled with opportunities is before us. And most of you are busy setting goals to grow sales this new year. Perhaps, you have ...
New_year_blog

3 new year resolutions to succeed professionally in 2018

When the new year is around the corner, many of us retrospect the passing year to learn from mistakes and set new goals to improve ...
loading