Sales Opportunities
If you would like to have this latest view turned on, please contact support or your Account Manager who can convert from your current view
This new view works with the same logic as before, with the addition of more filtering and an editable table.
Sales Pipeline - Main Sales Opportunities Screen
Here you’ll see an overview for all the Opportunities logged and being actioned for your Company or Companies. To see only your own Opportunities, i.e. those logged under your Administrate User, then click on the Owner filter and select your name.
You can scroll to the right on the Sales Opportunity list to see all properties.
The information displayed on the Sales Pipeline:
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Open Opportunities |
A funnel diagram showing all the Opportunities that can be ‘Won’. |
|
Closed Opportunities |
A pie chart showing all the Opportunities that have been either Won, Lost or Archived. |
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Projected Value |
The total value of all the Opportunities times the probability of the Step it’s on (which is tracked automatically and based on historical data). |
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Projected Wins |
This is the number of Opportunities in each Step multiplied by the probability of those Steps converting to a win (again, this is tracked automatically and based on historical data). |
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Sales Cycle |
The average time a new lead takes to be converted to a win (excluding Lost or Archived statistics). |
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Conversion |
Opportunity wins as a percentage of the overall total of Opportunities. |
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Create Opportunity |
Creates a new Opportunity. |
The information that can be filtered on:
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Status |
The status of the Opportunity, which are represented by Stages |
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Stage |
The phases of progression of the Opportunity |
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Step |
The processes connecting the Stages |
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Account |
The Account the Opportunity is associated with |
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Category |
The Course Category the Opportunity is associated with |
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Owner |
The Owner of the Opportunity (usually the sales representative) |
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Opportunity Name |
Name of the Opportunity. E.g. client’s name and course code |
|
Company |
Company the opportunity is assigned to |
Status
There are four default statuses of an Opportunity, which are represented by Stages, and you can view these by their tab on the Sales Pipeline. If you wish to add extra Stages, you can do so by navigating to Opportunity Transitions in the Control Panel:
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Open |
The Opportunity is active and can be won.* |
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Archived |
The Opportunity has not been won, but not completely lost. It may be revisited at a later date. |
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Lost |
The Opportunity has not been won, no further action to be taken. |
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Won |
The Opportunity has successfully converted into a sale or booking. |
* Open Opportunities are displayed as a ‘funnel’ diagram on your main Opportunities page. At a high-level, an ‘Open’ Opportunity is what you’re working on, what you should be concerned with, in order to win it. Once a status is no longer ‘Open’, it will not feature as a statistic on the funnel diagram as there is no further action to be taken.
‘Funnel’ diagram shows Open Opportunities:
Managing your Pipeline
If there are a lot of Sales Opportunities listed on the main screen, you may wish to organize them to suit your viewing. Each of the headings can be clicked on to sort the list. e.g. to sort by Owner (usually the sales representative), just click on the Owner table heading.
You can also edit your table to show the information that matters most to you. To do this, click Edit table - you can now toggle to show or hide the fields that matter to you. Note: This is on a per user basis, your view will not affect other users of your instance.
Using these fields:
Results in this view of the table:
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