Opportunity and Tracking (INSIGHTS)

Users: Sales managers, sales teams, and executives.

Goal: To track and manage sales opportunities and progress.

Overview: The Opportunity and Tracking Dashboard provides a visual representation of data related to the sales pipeline, including the number of leads, opportunities, and deals at each stage. It also includes key performance indicators (KPIs) related to the sales process.

Features:

1. Sales Pipeline Overview: Displays the status of the sales pipeline, including the number of leads, opportunities, and deals at each stage.
   
   
2. KPI Tracking: Provides KPIs such as conversion rates, average deal size, and sales cycle length, helping sales teams assess their performance.
   
   
3. Opportunity Management: Allows sales teams to track individual opportunities, including their status, value, and next steps.
   
   

Benefits:

• Improved Sales Performance: Helps sales teams monitor their progress towards meeting sales goals and identify areas for improvement.

• Better Opportunity Management: Enables sales teams to identify which opportunities are most promising and prioritize them accordingly.

• Data-Driven Decisions: Empowers sales teams to make informed decisions to improve their sales strategies.
  
  

Example Scenario:

Sarah, a sales manager, uses the Opportunity and Tracking Dashboard to monitor her team's progress. She notices that there is a high number of leads in the initial stages of the pipeline, but a dwindling number of deals closed.

After further analysis, Sarah discovers that the sales team is spending too much time on leads that are unlikely to convert. She adjusts the team's focus to prioritize leads with higher potential, which leads to an increase in the number of deals closed.

Thanks to the insights provided by the dashboard, Sarah was able to improve her team's sales performance and meet their sales goals more effectively.

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.

• Sales Folder (list of Dashboards)

CHAPTERS

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

Legend

Landing Page

Dashboard

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

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.

• Field Details section

Filter Options

	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 Company Industries
	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.

• Sales Folder (list of Dashboards)

Opportunity and Tracking

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

Opportunities By Created Date

Closed Opportunities By Owner

Top 10 and Bottom 10 - Open Opportunities

Opportunity Detail

Field Details

• Sales Folder (list of Dashboards)
• Terms and Filters (INSIGHTS)
• System Terms (Glossary)

Field Name	Description	Name
Company	Name of the Company the job was created under.	Opportunity and Tracking
Create Date	Opportunity create date	Opportunity and Tracking
Employer	All available Employer / Suppliers.  This is the Division the office relates to and is the FEIN/supplier in Classic Avionté	Opportunity and Tracking
Office	All available Offices. Use this in filter to refine Office of Transaction.	Opportunity and Tracking
Opportunities (Total Open, Won, Lost, Value)	Listing of Open, Won, Lost and Value of Opportunities	Opportunity and Tracking
Owner	Owner or User who enters the opportunity	Opportunity and Tracking
Pipeline	Number of unique pipeline records	Opportunity and Tracking
Pipeline Count	Total count of all the pipelines	Opportunity and Tracking
Pipeline Name	Name assigned for a particular pipeline	Opportunity and Tracking
Region	All available Regions; Use this in filter to refine Region of Transaction.	Opportunity and Tracking
Total Activities	Count of total activities for a pipeline	Opportunity and Tracking

Click on the links below for more information:

• Set up Admin & Users (INSIGHTS)
  
• List of Dashboards/Reports (INSIGHTS)
• Terms and Filters (INSIGHTS)
• Filtering with Dashboard & Widgets (INSIGHTS)
  
• Interacting with Dashboard & Widgets (INSIGHTS)
• Downloading and Printing (INSIGHTS)
• List of Standard Reports
• List of Business Intelligence (BI) Reports