Close Opportunity as Won

Close an Opportunity as Won is the process of finalizing a successful sales opportunity and converting it into an active customer project, contract, or other downstream business record within ProjectStream 365. When an opportunity is marked as won, key sales information such as the customer, estimated revenue, products, services, and project details are preserved to support seamless handoff to project delivery and operations teams. Closing opportunities as won provides organizations with accurate sales performance metrics, improves forecasting accuracy, and ensures that completed sales activities are properly reflected in the sales pipeline and revenue reporting processes.

✅ Goal

Mark an opportunity as successfully completed after the customer has committed to moving forward with the project, proposal, or agreement.

📍 When to Use This

Close an opportunity as won when the customer has accepted the proposed solution and all required sales activities have been completed.

🚶‍➡️ Step-By-Step Guide

📋 Procedure

1. Navigate to Opportunities

2. Select an Opportunity

3. Select the Projects Tab to see the estimated projects for the opportunity

4. Select the Opportutinity estimate that was won.

5. Click the Copy dropdown menu

6. Click Convert

7. Click Won.

8. Click Submit

9. NOTE: Project Number created

10. Click Save

💡 Tips

Verify that all customer approvals and commitments have been received before closing the opportunity.
Ensure the final opportunity value reflects the agreed-upon scope and pricing.
Capture any important notes that may assist project delivery or account management teams.
Review the sales cycle and key success factors to identify best practices for future opportunities.
Close opportunities promptly to maintain accurate pipeline and forecast reporting.

✅ Result

The opportunity is removed from the active sales pipeline and recorded as successfully completed for sales reporting and forecasting purposes.

🧭 What Happens Next?

Proceed with project execution, service delivery, contract administration, or other downstream operational processes.