What is the difference between an Opportunity Name and the Customer Name?
An opportunity name is a different entity from a customer name, but sometimes they have the same value. The opportunity name is defined by you in either SDA (because as you save a quote file you will be prompted to enter in opportunity information) or SDA Cloud (via the Add button). The customer name field is always populated from the SDA quote file associated with an opportunity.
How do I create reports on my opportunity data?
First apply any filters to the opportunity grid so that it is showing the information you want to report on. Next use the Export to Excel function at the bottom of the SDA Cloud main screen. Once your file is exported (as a .csv file) you can use Excel functions to create charts, do analysis, etc. on your data.
What opportunity fields can I edit, and do I use SDA or SDA Cloud to do it?
When you have a quote file open that is associated with an opportunity, you can change some of the fields pertaining to the opportunity while using SDA. You can assign your quote to another opportunity or change the roll-up status (using the Architect > Opportunities menu), and can also change values that roll up to fields in SDA Cloud such as the Total Sell (which also changes the margin value, since that is calculated from the Sell value.) You can edit the values for close date, status, owner, probability to close and stage from the SDA Cloud main grid.
How do I (re)assign a quote to an opportunity?
You can assign a quote to an opportunity from either SDA or SDA Cloud. To do this in SDA, use the Add Ins > Architect > Opportunities menu and select the option you want. If you are using SDA Cloud to assign or re-assign a quote to an opportunity, click on the quote (in the # of Quotes column from the main grid), select the quote by checking the box next to it, and then click the Reassign Opportunity button in the bottom left of the window.
How do I create my own views of the opportunities in my cloud?
To create customized views in SDA Cloud , use the grid to select the data you wish to view and arrange the columns in the way you want to view it. Then move your cursor to the Views pull down (upper right of the grid) and pull down to select “Save current view as…”. You’ll be prompted to enter a name for your view, and then click Ok to save it.
Help! My SDA Cloud doesn’t load any opportunity data – did I lose my cloud information?
Most likely not. Sometimes the service that communicates between the SDA Cloud application and your local Excel/SDA application stops and must be restarted. Here’s how to restart it:
If this doesn’t restore your opportunity data to your grid, send an email to our support team at support@corspro.com.
Can I enter information for an opportunity that doesn’t have a quote file associated with it yet?
Yes. You can create the opportunity in SDA Cloud and then populate the other fields such as expected Sell and Cost, probability to close, opportunity status (pipeline stage), expected close date, etc. and save to the cloud. Once you create an SDA quote file and associate the quote with this opportunity the sell and cost fields in SDA Cloud for this opportunity will update to those in your quote file (replacing the value you originally populated this field with.)
What determines which columns I see in the cloud?
The columns you see in the cloud are set up by your SDA Cloud administrator. They can pull a variety of data from the SDA quote file to display in the cloud.
Each user however has the ability to chose from those columns set up by their administrator and create personalized views of the opportunity data. You can drag and drop the columns in the grid, filter for specific information, etc. and then save as a personalized view.
Why isn’t the quote I just added to an opportunity showing up in the cloud?
The SDA application connects with the SDA Cloud application through a MS Windows service. Sometimes there is a short lapse in time for the SDA quote to be pushed to cloud and aligned with the opportunity. You may also want to click the Refresh button to force the process. If your information still doesn’t appear in your cloud, check that you have saved the quote file in SDA, and that the CorsPro.WindowsService is still running on your machine.
What information from my SDA quote gets pulled into the fields of the opportunity grid?
Your SDA Cloud Administrator can set which fields to display on your opportunity grid – and can even define custom fields that can pull information from your quote file (using named ranges defined in SDA). Other SDA quote data that is available in the opportunity grid is the customer name, the sell and cost values for the quote, and the site description.
The location of your SDA quote file (stored on a networked drive) is a field on the grid and is hyperlinked so the quote file can be accessed from SDA Cloud.
How do I customize the client-defined fields in SDA Cloud?
Customizing the client-defined fields which are visible to SDA Cloud users is the role of the SDA Cloud Administrator. You should contact them if you need a custom field in your opportunity grid.
How does SDA Cloud handle different versions of my quotes that are associated with an opportunity?
If your SDA has versioning turned on, saving a quote file as a different version will be treated the same as if you are updating a quote file. The old version and the new updated version are both on your local drive. The new quote file will have the same quote number as the previous version of that SDA quote, and this is what is sent to the cloud.
Saving different versions of quote files in SDA allows you to keep a backup of a quote file before it gets changed, by creating a new file with a new version number (but same quote number). If you decide to use a previous version of a quote, simply open that version in SDA , update it as you want, then save it – the newest version of a quote file is always what you see in your opportunity cloud.
My opportunity Total Sell and Cost amounts are not correct in my cloud.
The values you see in the SDA Cloud opportunity grid for an opportunity only include quote figures for which the Rollup value is “Yes”. If you have associated any other quotes to an opportunity but assigned a Rollup value of “No” to that quote, the amounts will not be included in the total opportunity value. This can be appropriate if you have multiple configurations that a client is considering, and you don’t want to overstate the value of the opportunity by including all of the quote configurations they are considering.
Why aren’t my optional equipment items shown in the cloud?
The SDA quote data for items defined as optional packages are NOT pushed to the cloud, since technically they are not part of the SDA quote yet. As soon as the optional package information is disassociated with an optional package (which makes it part of the actual quote) then the quote figures will be updated to include that equipment. After you save the SDA quote file the new information will be pushed to the cloud automatically.