Skip to main content

Opportunities

Opportunities in Vendasta's CRM help you manage your sales pipeline and track deals from prospect to close. Use table or board views to see each opportunity's status and potential revenue, and use pipeline visualization, revenue forecasting, and MEDDIC qualification so your team can focus where it matters most.

Why use opportunities?​

Opportunities eliminate guesswork in sales forecasting and ensure your team focuses time and effort on the most promising prospects while maintaining comprehensive tracking of all potential deals.

What's included​

Get started​

  1. Navigate to opportunities

    • Go to Partner Center → CRM → Opportunities
    • Choose Table or Board view

  2. Create your first opportunity

    • Click Create opportunity from the pipeline board
    • Fill in opportunity details and revenue information
    • Assign to the appropriate pipeline stage

  3. Set up pipeline stages

    • Configure pipeline stages to match your sales process
    • Set probability percentages for revenue forecasting
    • Enable weighted revenue calculations

  4. Implement qualification framework

    • Use MEDDIC qualification to assess deal quality
    • Track qualification criteria for each opportunity
    • Improve deal closure rates through better qualification

Pipeline management capabilities​

The Sales Pipeline is a vital tool for guiding leads from prospects to paying customers, providing both salespeople and sales managers with a clear view of each opportunity's status. By understanding what stage their opportunities are in, salespeople can take the necessary steps to close deals, while managers can track potential revenue and support their teams in driving more sales.

Table and board views​

The pipeline offers flexible viewing options to match your workflow:

  • Table view – Full list of your own or your team's opportunities with filtering and search.
  • Board view – Visual pipeline with drag-and-drop to move opportunities between stages.

Revenue forecasting​

The pipeline's ability to organize, filter, and visualize opportunities makes it an indispensable resource for revenue forecasting. With weighted revenue calculations and stage-based probability tracking, managers can accurately predict future revenue and make informed business decisions.