📈 Ready to close more deals? Learn how to track opportunities, manage follow-ups, and forecast your pipeline with Dolibarr’s Sales module.
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📈 Using the Sales Pipeline & Opportunities Module
Dolibarr’s Opportunities module helps you track sales leads, manage pipelines, and forecast revenue. Whether you're selling services, products, or partnerships, this module gives you a structured workflow to close deals faster.
🧭 Where to Start
Find this feature under Commercial > Opportunities in your Dolibarr navigation bar. From here, you’ll see:
- 🔄 Status-based stages (e.g., New, In Discussion, Proposal Sent, Won, Lost)
- 📊 Pipeline views to track deal value, close dates, and stage progress
- 🧑 Assigned sales reps and expected revenue
➕ Creating a New Opportunity
- Go to Opportunities > New Opportunity
- Enter:
- Opportunity title
- Associated third party (client/prospect)
- Estimated amount and closing date
- Assigned user
- Current stage/status
- Save to begin tracking the opportunity’s lifecycle
💡 Pro Tip: Use tags or categories to classify types of deals or campaigns.
🔁 Managing Pipeline Stages
Each opportunity can be moved along your custom sales stages:
- Use the status dropdown to change stage
- Log updates like meetings, calls, or emails in the comments/timeline
- Attach relevant documents or proposals
Use filters to view active deals by user, amount, close date, or probability.
📊 Forecasting and Analytics
Dolibarr gives you visibility into:
- 💰 Total deal value in each stage
- 📅 Forecasted revenue by month or quarter
- 📈 Conversion rates from lead to win
Dashboards help you identify bottlenecks and refine your sales approach.
🔒 Permissions and Visibility
Access to Opportunities is managed by user role. You can:
- Limit users to view/edit only their own deals
- Share deals with a team or supervisor
- Restrict financial visibility while still allowing updates
Changes can be made in the admin panel or through your 🔐 Client Portal.
🛟 Need Help?
- 📝 Submit a support ticket to adjust stages or automation rules
- 💬 Use live chat for quick usage questions
- 📚 Visit the Knowledge Base for opportunity setup guides and walkthroughs
Master your sales workflow — and give your team the tools to close smarter, not harder.