Sales Opportunities Reports

  • Updated

This article provides a comprehensive guide on how to effectively utilise the Sales Opportunities Reports in BigChange. These reports are crucial for tracking and analysing sales prospects.

Locating Sales Opportunities Reports

Sales Opportunities Reports can be found by:

  • Navigating to the: [Top menu] Analytics and Reporting > Sales & Marketing (section)

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Using Filters and Flags in Sales Opportunities Reports

You can extract information in various ways by selecting different filters and using flags. This allows you to organise and present your data in a way that best suits your needs.

Sales Opportunity Pipeline Sales Opportunity Report
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Customising Report Presentation

The information displayed in the reports can be customised to be as general or specific as required. This flexibility allows you to tailor your reports to your specific needs and preferences.

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Analysing Individual Salesperson's Prospects

For instance, you may wish to analyse what prospects a particular Sales Person has coming up over the next few months. This can be achieved by selecting the relevant salesperson and setting the appropriate time frame.

Analysing Department's Open Prospects

Alternatively, you may want to look at what a department as a whole has 'Open' over the coming month. This can be done by selecting the relevant department and setting the time frame to the next month.

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Conclusion

Sales Opportunities Reports in BigChange provide a flexible and comprehensive tool for tracking and analysing sales prospects. By utilising filters, flags, and customisation options, you can tailor your reports to meet your specific needs. Start exploring these features today to enhance your sales tracking and analysis.