SHOW ME THE ACTIVITIES OF ALL OUR SALES OPPORTUNITIES OVER A SELECTED PERIOD OF TIME.


This report shows you key 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 birdseye 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:

  •   Managers 

    • 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.

  • Sales teams 

    • 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

    • Record the following information on the relevant client’s Contact View:

      • The information will be represented by these icons below on the Sales Activity Report:


  • Messages relating to this opportunity must be posted on the opportunity or on the client’s Contact View as a comment.
  • Record of calls to clients.

  • Record of attempted calls.

  • Check-in to clients on-site.


HOW TO ACCESS AND USE THIS REPORT

  • Report>Opportunities>Sales Activities.

  • The report will show all opportunities created or closed in a given period of time.

  • Filter the search according to your needs. E.g. Opportunity owners, Department, Created date, Signed date etc. 
  • 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 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. - Click here to view this report and just add in today's date. This will filter the report showing all current opportunities.

  • 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. 


HANDY TIP:

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 ;) 



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