This report shows you key opportunity data in order to make strategic decisions for managing your sales team pipeline.
WHAT INFORMATION CAN YOU GET OUT OF THIS REPORT?
View account managers/sales rep activities for the week.
Compare time spent on low value vs high-value deals.
See how many calls and meetings it normally takes to close a deal.
View which of your company departments are the most profitable.
Get a birds-eye view of all opportunities (created or won) at the touch of a button.
View deals, values, probability, status and even the number of calls, meetings, and comments made on deals.
WHAT SETUP IS NEEDED FOR THIS REPORT TO WORK EFFECTIVELY?
The following users are involved in the data that populates this report:
It is important for managers to regularly review the Sales Activity Report to see which sales have been made, and which deals are at risk.
Red flags to look out for are deals of low value which have lots of touch points.
Opportunities must be assigned to a contact and company.
Opportunities must be assigned to an owner.
These users must keep their opportunities up to date to ensure the progress status is accurate.
Complete as much data as possible including:
Expected close date of the opportunity.
Probability (% chance) of the opportunity being signed.
Estimated Once Off / Monthly value of the opportunity.
The current pipeline status of the opportunity as per your defined statuses.
Important events with this client.
Time tracked to tasks in opportunity. Indicated by the "clock" icon.
Record the following information on the relevant client’s Contact View:
HOW TO ACCESS AND USE THIS REPORT
HOW TO MAINTAIN THIS REPORT
Host a weekly meeting with your sales team and review opportunities filtered by statuses that you have configured for your company or industry. E.g. Hot or: prospect or: follow-up
Alternatively, search according to the owner of opportunities you want to see or select the filter “Owner department” to see the activity of your whole team.
Incentivise your sales team with a case of beer or a Spa voucher for the person with the most up to date sales pipeline or best deals closed ratio at the end of each week. Who doesn't love a free gift for being awesome ;)