The current Opportunities functionality works well for "one-off" sales, but for many companies business is not like that. I have a number of clients who sell products or services on a call-off or monthly service basis. For these people there is one sale but the revenue income needs to be divided over a number of weeks or months.
I would like the ability to create an automated "Opportunity Series" where I can easily turn a single opportunity into a series of monthly opportunities spread over a period of time.
So, for example, I get an order to supply 12 Widgets (that's one order) for £12,000 which are shipped and invoiced at a rate of one a month over a 12 month period. I therefore turn the opportunity into an Opportunity Series of 12 Opportunities, scheduled each month for the next 12 months, each with a Total value of £1,000.
I want to be able to enter the product information, the contract start date and the number of months the contract will run for, and have ACT! calculate the monthly revenue and create as many opportunities as required. All from one screen.
...and, as part of the process I would like a reminder scheduled two months from the end of the contract to get in touch with the client to renew the contract.