Sales Won Report

Modified on Thu, 4 Jul at 3:47 PM

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.


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