Presentation
The Opportunities Module is an additional module that can be activated in Soneka, materialized by a new element in the top menu.
It allows you to track the Investment opportunities studied, since their identification up to the decision of whether or not to acquire.
The different views provide a clear vision of the Ongoing Activity.
Each Opportunity centralizes the Characteristics of the asset, the associated Contacts, the documents received as well as the Location.
The top of the screen displays the number of Opportunities split by State: New, Engaged, Acquired, Refused.
The dropdown list on the Left allows you to switch between the different Views of the Module.
The pie chart button gives access to the Display of key figures (Total area, volume and Split per unit type of buildings).
Create an Opportunity
The + button located at the top right of the screen opens the Input panel for a new Opportunity.
Some Information is mandatory, in particular:
Building name
Area
Price Data
AI Integration
As indicated, an AI-based Opportunity integration feature is also Available.
Any automatically extracted data can be checked at Source.
This check is the reflex to adopt Before moving an Opportunity created by AI to the next Step of the File.
The AI button located at the top right allows you to create an Opportunity from a document (teaser, marketing plaquette, data room...).
The principle:
Drop the document in the panel that opens
Follow the Progress of the extraction in the lateral panel, which lists the Ongoing processes
Once the extraction is complete, the Opportunity is created Automatically.
The AI Extracted Column of the table indicates whether the Opportunity comes from an Automatic extraction.
The opportunity sheet
Clicking on the row of the opportunity in the table provides access to its detailed sheet.
A Picture can also be attached to Each Opportunity and is displayed on the Details Tab.
Manage the pipeline
2 modes of Use are possible for managing the Progress (Articles) of Opportunities:
With Use of Comittee dates: In this case, an additional section is displayed In the Detail Tab of the Opportunity.
To move from one Status to another, you need to add a Comittee date and the decision made indicates the resulting Status.
Without Use of committees: In this case, the Status is directly editable on the Opportunity and in the Kanban View.
This View presents Opportunities in Columns, according to their Articles.
Export
Two exports are available from the Opportunities screen:
The table extraction: Allows you to export the list of Opportunities in Excel format.
Export the table to PPTX per e-mail