The "Require Opportunity Products" template is a pre-defined gate between the contracting and closed-won stages. a gate in Sweep ensures that a necessary condition is met before an Opportunity can progress to the next step.
Opportunity Products play a crucial role in calculating important sales metrics. These products are visible in the "Products" section, typically located in the top left-hand corner of the Opportunity page. Including Opportunity Products is vital for obtaining an accurate and comprehensive view of your sales pipeline since they contribute to the calculation of key metrics. Therefore, it is essential to add products to Opportunities.
The "Require Opportunity Products" template facilitates this requirement by ensuring that at least one product is added to an Opportunity before it can advance to a specific stage in the sales process. This gate template validates the presence of the "has line item" field, which should be set to true, confirming that a product has been associated with the Opportunity. By implementing this template, you can maintain data integrity, improve the accuracy of your sales forecasting and reporting, and align with your organization's sales strategy. It adds a necessary checkpoint to ensure that Opportunities are properly qualified and that the sales process is followed consistently.