Offer - "Probability" functionality expanded by value

(available from v2.02405.x)

These enhancements offer users greater transparency and traceability of bid values and their likelihood of closing, which facilitates the planning and evaluation of sales projects.

As part of the latest update, the following changes have been made to the global settings under "Sales -> Documents -> Quotations," the functionality of the "Probability" was added. A new column "Value" has been introduced, into which a percentage probability value can be entered. The default value is 0, but this must be adjusted individually by users to represent the actual probability of an offer being accepted.

This Probability value is now also available in the Document overview is displayed and serves as the basis for calculating the evaluated bid value. In the column ""Evaluated bid value" this value is calculated by multiplying the net offer value by the probability value and is then displayed.

In addition, the Probability value in the CRM projects integrated. It is now displayed in the title of the offers and in the overview of active offers as a list on the main node. This list view has been extended to other document types at the same time to ensure a consistent and comprehensive overview.