Opportunity Type
Overview
Opportunity Type — Business Overview
Opportunity Type is a simple but important setup document used in Dafater to classify and organize sales opportunities based on their nature or source. It helps businesses clearly understand what kind of opportunity they are dealing with before committing time, effort, and resources.
What Opportunity Type Is Used for
In daily business operations, Opportunity Type allows organizations to: - Categorize sales opportunities in a meaningful way (for example: New Business, Existing Customer, Renewal, Upsell, Referral, etc.) - Standardize how sales teams describe and analyze opportunities - Improve reporting and decision-making by grouping opportunities under consistent categories
Although it contains only one field, Opportunity Type plays a strategic role in structuring the sales pipeline.
Prerequisites and Setup Requirements
Before using Opportunity Type effectively, the business should: - Define the common types of sales opportunities relevant to its sales strategy - Agree internally on clear naming and definitions for each Opportunity Type - Ensure sales leadership aligns on how each type should be handled and prioritized
This setup is usually done once and reviewed periodically as the business evolves.
Typical Workflow and Business Fit
Setup Phase
Business or sales managers create a list of Opportunity Types that reflect how opportunities arise in the organization.Opportunity Creation
When a sales opportunity is created, the user selects the appropriate Opportunity Type.Sales Management & Analysis
Managers use Opportunity Type to:- Compare performance across different opportunity categories
- Identify which types convert faster or generate higher value
- Adjust sales strategies based on opportunity mix
Reporting & Planning
Opportunity Type supports better forecasting and planning by showing where growth is coming from.
Key Business Scenarios Where Opportunity Type Is Essential
Sales Performance Analysis
Understanding whether growth is driven by new customers, renewals, or upselling.Sales Strategy Optimization
Allocating resources differently for high-value or high-conversion opportunity types.Pipeline Reviews
Quickly assessing the quality and nature of opportunities in the sales funnel.Management Reporting
Presenting clear insights to leadership on opportunity trends and sources.
Important Considerations for Users
- Keep Opportunity Types simple and limited—too many categories can confuse users.
- Use clear, business-friendly names that sales teams understand instantly.
- Review Opportunity Types periodically to ensure they still reflect how business is actually done.
- Train sales users to consistently select the correct Opportunity Type to maintain data quality.
In summary, Opportunity Type is a foundational classification tool in Dafater that brings structure, clarity, and insight to the sales opportunity process, enabling better decisions and more effective sales management.
Basic Information
- Module: CRM
- Document Type: Setup
Fields
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| description | Description | Small Text | - | Detailed explanation of opportunity type for Dafater sales classification |
Permissions
| Role | Read | Write | Create | Delete | Submit | Cancel |
|---|---|---|---|---|---|---|
| Sales Manager | ✓ | ✓ | ✓ | ✓ | ||
| System Manager | ✓ | ✓ | ✓ | ✓ | ||
| Sales User | ✓ |
Related DocTypes
| DocType | Relationship | Module |
|---|---|---|
| Opportunity | Linked from | CRM |