I NEED TO SEE WHAT OPPORTUNITIES HAVE BEEN WON RECENTLY.


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. E.g. 2016

  • 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:

  

  • Traffic / 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

  • Reports>Opportunites>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 traffic/project manager and review the Sales Won Report to ensure all the data is accurate and up to date.


Next step:


Learn how to save your popular searches

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