CRM MVP

Value

A monetary amount on the opportunity, shipped by the vendor.

Why it matters

A number field with a currency symbol in front of it is not the same thing. The test is whether the platform treats the figure as money.

You can count opportunities but not measure them. No pipeline value, no forecast, no way to tell a large opportunity from a small one, and nothing to weight anything by.

How we test it

In full where the vendor ships a monetary amount. In part where the buyer must create the field. Not at all where no amount can be held.

Which platforms have this capability?

Capsule CRM

Verdict
Yes
Status
Verified
Evidence

The opportunity model ships a value attribute holding an amount and currency.

Source

Close

Verdict
Yes
Status
Verified
Evidence

Value is a shipped monetary attribute, with one-off or recurring periods.

Source

Copper

Verdict
Yes
Status
Verified
Evidence

monetary_value ships on the Opportunity, surfaced as projected revenue.

Source

Microsoft Dynamics 365 Sales

Verdict
Yes
Status
Verified
Evidence

Estimatedvalue ships as a money column for potential revenue.

Source

Streak

Verdict
No
Status
Verified
Evidence

No amount column ships; value must be added as a custom or magic column.

Source