Opportunity and Tracking (INSIGHTS)

Used by sales teams to track and manage their sales opportunities and progress. It provides a visual representation of data related to the sales pipeline, such as the number of leads, opportunities, and deals at each stage, as well as key performance indicators (KPIs) related to the sales process.

The dashboard can be used to help sales teams monitor their progress towards meeting sales goals and identify areas where they need to improve. By analyzing the data provided by the dashboard, sales teams can identify which opportunities are most promising and which ones need more attention, allowing them to make data-driven decisions to improve their sales strategies.

Note: Users for Business Intelligence prior to 2022, please contact your Account Manager.  If you don't have access to INSIGHTS, please reach out to your Account Manager.

 

CHAPTERS

Legend
Landing Page
Dashboard
Locating the INSIGHTS Dashboard
Logic
Filter Options
Graphs/Widgets
Opportunity and Tracking
Field Details

 

Legend

 

Landing Page

mceclip0.png

 

Dashboard

mceclip1.png

 

 

Locating the INSIGHTS Dashboard

  1. Click on the Analyze Tab
  2. Click on Insights
  3. Click on the Sales Folder
  4. Click on the Opportunity and Tracking Dashboard
    Setting up INSIGHTS Admin & Users

oandt_db.png

 

 

Logic

Used by sales teams to track and manage their sales opportunities and progress. It provides a visual representation of data related to the sales pipeline, such as the number of leads, opportunities, and deals at each stage, as well as key performance indicators (KPIs) related to the sales process.

The dashboard can be used to help sales teams monitor their progress towards meeting sales goals and identify areas where they need to improve. By analyzing the data provided by the dashboard, sales teams can identify which opportunities are most promising and which ones need more attention, allowing them to make data-driven decisions to improve their sales strategies.

 

 

Filter Options

oandt_db_filters.png Filter Name Options Description
Employer

All available Employers/Suppliers

  • Company
This is the Division the office relates to and is the FEIN/supplier in Classic Avionté
Region

All available Regions/Suppliers

  • Company
The office belongs to and can see that in the System Settings.
Office

All available Offices/Branches

  • Company
This is the branches in Classic Avionté
Company All available Company/Customers This is the customer in Classic Avionté
Industry  

All available Company Industries, as from the "Company Profile" setup from link below

Owner   Owner or User who enters the Opportunity
Pipeline   Number of unique pipeline records
Opp Created Year   "Year" related to "Opportunity Created Date"
Opp Created Quarter   "Quarter" related to "Opportunity Created Date"
Opp Created Month   "Month" related to "Opportunity Created Date"
Opp Created Week   "Week" related to "Opportunity Created Date"
Opp Created Date   Opportunity Create Date

 

 

Graphs/Widgets

The entire Report is called a Dashboard. A Dashboard can have several Widgets, which are the individual Graphs, Charts, or Details. Below is an example of the Sales | Opportunity and Tracking Dashboard.

Opportunity and Tracking

Total Open Opportunities, Total Won Opportunities, Total Lost Opportunities, Total Opportunity Value, Total Activities

Total_Open_Opportunities__Total_Won_Opportunities__Total_Lost_Opportunities__Total_Opportunity_Value__Total_Activities.png

 

Opportunities By Created Date

Opportunities_By_Created_Date.png

 

Closed Opportunities By Owner

Closed_Opportunities_By_Owner.png

 

Top 10 and Bottom 10 - Open Opportunities

Top_10_and_Botton_10_-_Open_Opportunities.png

 

Opportunity Detail

Opportunity_Detail.png

 

Field Details

Field Name Description Name
Company Name of the Company the job was created under.
Create Date Opportunity create date
Employer All available Employer / Suppliers.  This is the Division the office relates to and is the FEIN/supplier in Classic Avionté
Office All available Offices. Use this in filter to refine Office of Transaction.

Opportunities (Total Open, Won, Lost, Value)

Listing of Open, Won, Lost and Value of Opportunities

Owner

Owner or User who enters the opportunity

Pipeline

Number of unique pipeline records

Pipeline Count

Total count of all the pipelines

Pipeline Name

Name assigned for a particular pipeline

Region

All available Regions; Use this in filter to refine Region of Transaction.

Total Activities

Count of total activities for a pipeline

 

Click on the links below for more information:

 

 

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