🚨🚨Make the "Opportunity Value" Field More User Friendly and Impactful🚨🚨
M
Matthew Wilson
The "Opportunity Value" field is sorely underwhelming. To really add value I think there are a few enhancements that could be made that would greatly increase GHL users' ability to track revenue and sales in a way that is both contextual and meaningful to their specific business case.
First and foremost, there should be a specific number of relevant custom numerical variables (Estimate Total Amount, Invoice Total Amount, form fields with numeral values) that users can select from that will populate the "opportunity value" field of a new opportunity, or easily populate with automation triggers.
This feature request has been requested since 2022 as far as I can see, and is some serious low hanging fruit to MASSIVELY improve user experience and data reliability at scale for thousands of GHL users.
Further improvements to the user interface for "Opportunity Value" could be:
1.) a toggle switch or dropdown to let the user choose one of three options:
a.) manually enter opportunity value
b.) connect opportunity value to invoice/estimate
c.) connect opportunity value to custom calculations using forms & automations
2.) a toggle switch or drop down to let the user choose if opportunity value auto populates when the estimate is approved, when the invoice is sent, when the contract was signed.
3.) allow for multiple opportunity value fields that coincide with different areas of the sales pipeline. For example, an initial quote could be higher or lower than what is actually billed at the end of a job (due to scope creep, other services order on site, additional materials needed, etc.), so having a few different numerical values in the opportunity that have the ability to track, count, and display how the prices differ from quote to final invoice could be a very valuable tool for many many more GHL users.
4.) if opportunity value is tied to a recurring invoice (and hopefully estimates can be turned into recurring invoices too eventually) with a specific start and stop date, then we should have the ability to apply logic to that and dynamically update the opportunity value through the life of that client's recurring revenue.
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