Sales Won Report

This report is ideal in assisting you in managing your sales team and sales pipeline.

WHAT INFORMATION CAN YOU GET OUT OF THIS REPORT?

• Establish the number of opportunities over a particular period of time or by particular owner.

• View the once off and monthly opportunity values throughout the year.

• See the performance of your account managers and/ or sales team as a department or individually.

• View all this information in graph or table form.

Graph:

Table:

WHAT SETUP IS NEEDED FOR THIS REPORT TO WORK EFFECTIVELY  

The following users are involved in the data that populates this report:

• Resource / Project Managers - these are the users who assign tasks to users and jobs and ensure all the correct information is set on the task. 

  • Make sure opportunities are assigned to an owner.

  • Make sure opportunities are linked to companies.

• Anyone responsible for doing work on opportunities

  • These users must keep their opportunities are up to date.

  • Mark opportunities as Won once the deal is signed.

  • Make sure the following information is added to each opportunity:

    • Once off value or monthly value.

    • Expected target closing date.
      
      

HOW TO ACCESS AND USE THIS REPORT

• Analytics -> Reporting -> Opportunities -> Sales Won.

• Results can be exported as a CSV file, Excel file or a PDF document.

HOW TO MAINTAIN THIS REPORT

• Host a weekly meeting with your resource/project manager and review the Sales Won Report to ensure all the data is accurate and up to date.