# Using the Opportunities Board The **Opportunities Board** lets you visually track how many Opportunities are in your Sales Pipeline, see where each of your Opportunities are in the process, and helps you easily prioritize your most urgent or valuable Opportunities first. ### Opportunities Board Overview The **Opportunities Board** offers an overview of how your open Opportunities are moving through each Pipeline, and helps you identify which ones you should focus on. The Opportunities Board is located under Opportunities in the **All Tab**. It is comprised of: 1. The Pipeline Filter. 2. The Opportunities and Total Value Count. 3. Sort and View Options. 4. Filters. 5. Stages. 6. Opportunities.
## How the Opportunities Board Can Help The **Opportunities Board** lets you see at a glance where there may be gaps in your current Pipeline process. This view can help identify areas of concern, such as deals that are stuck at a particular stage, so you can focus on moving them along. In the example above, there is only one Opportunity under **Not Started**, meaning this may be an area you want to focus on to increase the number of Opportunities in this Pipeline. ## How Pipelines Work ### Viewing a Pipeline The **Opportunities Board** can show only one Pipeline at a time, since the Stages for each Pipeline are different. Select the Pipeline you would like to view by clicking the **Pipeline** filter.
### Setting Up Pipelines in Daylite Preferences The **Opportunities Board** is tied directly to the Pipelines you create in Daylite Preferences. These Pipelines can only be created and edited from Daylite for Mac. 1. In Daylite for Mac, navigate to **Settings > Pipelines**.
2. Select the **+** button to enter Pipeline information.
3. Select **New Stage** to create a Pipeline Stage. 4. Choose **+ Add Stage** to create additional Stages.
5. Select **New task** to create a Task that needs to be completed for each Stage.
6. Select **New appointment** to create an Appointment that needs to be completed for each Stage.
7. Select **due** and set the date to either after the stage starts, or before it ends.
After setting up your Pipelines on your Mac, select the Opportunity Board from the **All Tab** on your iOS device. The **Pipelines** and **Stages** will match what you have set up in the Preferences menu.
## Setting a Pipeline and Stages for a New Opportunity An Opportunity must have a Pipeline assigned for it to be included in the **Opportunities Board** view. There are two ways to do this. The first is to set the Pipeline and Stage when you are creating a brand new Opportunity.
The second way to assign a Pipeline and Stage is from the Opportunities Board itself. Begin by navigating to the Opportunities Board and select an Opportunity you would like to assign a Pipeline and Stage to.
## Viewing Opportunity and Total Value You can see the total number of Opportunities you have in the selected Pipeline, as well as their combined total value here.
## Moving Opportunities to the Next Stage You can move your Opportunities to the next Stage in your Pipeline by dragging them from one Stage to the next. Dropping the Opportunity onto a Stage's title prompts an Advance Stage window that lets you verify or change the Start Date, create Tasks and Appointments, and leave Notes.
## Updating an Opportunity's State The Opportunities Board only shows Opportunities that are in an **Open** state. Opportunities in any other State will not be shown here, but are viewable in the Sidebar under **All Opportunities**. That is also why Opportunities disappear from the **Opportunities Board** when you change the State to **Lost** or **Abandoned** for example. As you begin to move your Opportunity from one Stage to another, there are four different **States** that appear at the bottom of the Opportunities Board. These States are: * **Lost** * **Abandoned** * **Suspended** * **Won** Dropping an Opportunity onto any of these States prompts a window at the bottom of the Board to appear, which lets you verify or change the State as well as select a reason. The State is automatically updated in the Details and Activity View.
## Filters Using filters is a great way to narrow your search and find what you are looking for quickly. The Opportunities Board lets you filter by: * Owner - This option filters Opportunities by individual Owner, or view All Owners at one time. * Forecasted Close Dates - This option filters Opportunities by the date the deal should close by. You can look at forecasted close dates up to a year, both past and future. * Create Dates - This option filters Opportunities by the date the Opportunity was created, up to a year, both past and future. * Category - This option filters Opportunities by Categories, which can be designated in Daylite Preferences. * Type - This option filters Opportunities by how they were acquired. You can choose to filter by Cold Calls, Trade Shows, Referrals and many more. These options can be set in Preferences.
## View Options **View Options** allows you to hide or show certain information from an Opportunity's card, to help you focus on what is most important to you.
## Sorting Your Opportunities You can change how you view Opportunities by clicking **↑↓ Sort** and choosing from the following: * **Forecasted Close** organizes each Opportunity in their Pipelines, so you can see when a sale is scheduled to wrap up. * **Created** organizes each Opportunity by the date you created it. * **Name** organizes your Opportunities alphabetically. * **Priority** organizes your Opportunities by priority. * **Total Value** organizes your Opportunities by their total value. * **Probability** organizes your Opportunities by the likelihood they will close. This percentage can be assigned to the Opportunity under Details and Activity. * **Next Activity** organizes your Opportunities by next scheduled Task or Appointment. * **Days in Stage** organizes your Opportunities by the number of days they have remained in one Stage.
## Viewing an Opportunity Card You can view an Opportunity's **Linked People** and **Companies** here. If you would like to change these values, tap the Opportunity Card and then select **edit**. You can view an Opportunity's **Value** and **Probability of Closing** here. If you would like to change these values, tap the Opportunity Card and then select **edit**.
If an Opportunity has an upcoming Task or Appointment a notification will appear here. Tap the Opportunity Card to either view or create Tasks and Appointments. The Opportunities Board tells you how many days an Opportunity has been at the current Stage. This feature helps identify which Opportunities may be getting bottlenecked, and how best to move them along to the next Stage. Moving the Opportunity to the next Stage resets this number.
On a scale of 1-10, how important is this Opportunity? You can quickly view the Opportunity's **Priority** here. Tap the Opportunity Card and select **edit** to change this value. You can quickly see who owns or is assigned to an Opportunity by looking at the bottom right side of the Opportunity Card. If applicable, a small photo of the owner will show.
## Wrap Up The **Opportunities Board** offers an exciting new way to view every Opportunity at each Stage in your Pipeline. You can view your entire Pipeline at a glance, to help identify areas of concern, focus on your top priorities, and close more deals.