Home Page: Top Open Opportunities

[RickM]

Just a quick question.. how does Sugar determine whether an opportunity is open or closed?

I ask because we've segregated Closed Won into a couple of different statuses to facilitate workflow... ie has the contract arrived? check arrived? work started? work finished? etc.

We then got rid of "Closed Lost" and created a couple of different "Lost" entries such as Lost - Declined, Lost - Competitor, Lost - No Response, etc.

The problem we're having is that Opportunities with a sales stage of Lost - xxxx are still showing in the list of Top Open Opportunities on the home page.

Any thoughts?

Thanks
Rick

BTW - this is Pro 4.2.1b

[niels]

We had a similar issue, we split 'Closed Won' into two stages (Closed Won & Closed Invoiced). I changed /modules/Opportunities/ListViewTop.php to fix this. (Using the OS version)

Before:

 //build top 5 opportunity list
$where = "opportunities.sales_stage <> 'Closed Won' AND opportunities.sales_stage <> 'Closed Lost' AND opportunities.assigned_user_id='".$current_user->id."'"; 
  

After:

 //build top 5 opportunity list
$where = "opportunities.sales_stage <> 'Closed Won' AND opportunities.sales_stage <> 'Closed Lost' AND opportunities.sales_stage <> 'Closed Invoiced' AND opportunities.assigned_user_id='".$current_user->id."'";