Opportunities is Eploy's Sales Pipeline and Forecasting solution.
Utilising similar technology to Recruitment Workflows, you can visually represent the different stages in your sales pipeline, tracking each opportunity as it moves from one stage to the next capturing meaningful, reportable data at each stage.
Accessing Opportunities - User Permissions
Opportunities can be used in all Eploy systems but, given their specialist nature, they're typically not visible as a default in most systems.
To access and use Opportunities, two key Permission Groups must be activated within your User Role:
Admin - Recruitment > Configure Opportunity Workflows allows a user the ability to create and edit an Opportunity Workflow
Recruitment/Activity > Opportunities allows a user to view, create and manage Opportunities
To add these permissions to your users, navigate to Admin > Users, Roles & Permissions > Permission Groups then edit your permission groups accordingly.
Key Components of an Opportunity
Once active, Opportunities are accessed directly from the menu bar - Opportunities > [Workflow Name].
View Modes
There are three view modes available - Pipeline, Timeline and List.
To switch between view modes, click the View button and select a view mode.
Opportunity Pipeline View
As a default, Opportunities are displayed in the Pipeline View.
Each column represents a stage in your pipeline and displays:
The stage name
Number of deals at this stage
Weighted value
The total value of each Opportunity at that stage, multiplied by the win probability
Total value
Win percentage
Each opportunity is represented as a card and displays:
The title of the opportunity
Annual Contract Value
Deal value
Organisation and Contact
Candidate (if associated with one)
Users assigned to the Opportunity
Time at stage
Upcoming activity
Rating
🤓 Tip to see a breakdown of all Opportunities at a given stage, click the 
information icon.
Opportunity Timeline View
The Timeline view displays the same information as the pipeline view, but this time Opportunities are grouped by date, rather than stage.
Three date options are available:
Start Date
Expected Sale Date
Expected Pay Date
Opportunity List View
When viewed as a list, all Opportunities are displayed in a simple grid.
Filtering Opportunities
As a default, you'll be shown any Active Opportunity that you are assigned to.
Each view mode contains a series of filters:
Users - use this filter to look for your own Opportunities or those of a colleague
Outcome - use this filter to look for Opportunities by outcome
Rating - use this filter to switch between Hot, Warm and Cold opportunities
Type - use this option to filter for specific types of opportunity
Advanced Filter - the Advanced Filter allows you to filter your opportunities using any field associated with the Opportunity, Organisation and Contact
Other Uses
Although primarily intended for sales pipelines, Opportunities can be applied to several common recruitment tasks:
Business Development and Account Management
Opportunities don't have to be all about winning new business - they can be used to good effect to manage account reviews, renewals and potential upsell to existing customers.
By adding a Review/Renewal date to a customer Organisation record, you can use a dashboard widget to highlight reviews and renewals that are approaching.
When you're within a suitable range of that date, create an Opportunity to track the completion of common tasks such as:
Outreach
Proposal Submission
Demos
Contract Signing
Campaigns and New Site Opening
Opportunities can be used to help manage Recruitment campaigns which might include several Vacancies.
Rather than tracking individual vacancies to gauge the completeness of a campaign, use an Opportunity.
In the case of new stores or sites, Opportunities can be used to represent the entire new store or site, with the Opportunity Workflow stage representing milestones in the recruitment campaign.