Pathway: Sales > Pipelines > Opportunities
This page displays all Contracts and Proposals Sales Representatives currently have to help better keep track of current activity. The information is shown in a grid broken down by months prior month, current month, next month, in the next 2 months, to in the next 3+ months and high, medium, and low. Once an amount is selected it populates all the details about each proposal or contract below.
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Understand The Grid
The grid displays the current possible new incoming customer contracts under review and displays current revenue and different details on incoming customer based on filtered search.
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Filter Types
These different filter types help you specify your search when looking for incoming possible new clients.
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Check Box Types | Descriptions |
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Open | Contracts still open and not confirmed yet. |
Submitted To Client | Offers that have been submitted already. |
Proposal | That have received a formal proposal. |
Order Form | That have received an order form. |
Contracts/Service Agreements | With current contracts and service agreements. |
Limit To New Business | Only new business or customers. |
Temporary | Only temporary contracts or service agreements. |
Permanent | Only permanent contracts or service agreements. |
Outline to consider for this page (we can talk more about this)
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Section 1 - details what the tool is (you have this mostly done) Description of tool - you have this done Add: Image of tool with nothing added to it (no arrows/highlighting areas) Add: Table with filter field descriptions |
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Section 2 - details the Grid Description of grid - you could break apart the description you already created and have the grid portion here. Add: Image focusing on the Grid Add: Table with Grid Field Descriptions which should also include what the columns represent and rows represent and also check boxes |
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Section 3 - details of the lower portion of the screen
Add: Description - really just needs to say something to the effect fields populate based on what is selected in the grid.
Add: Image - the image you already have with the arrow would work perfect here
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Understand The Grid
The grid displays the current possible new incoming customer contracts under review and displays current revenue and different details on incoming customer based on filtered search.
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When you click on different current contract amounts the details based on you’re search will display below. |
Field Descriptions | Descriptions |
|---|---|
Proposal ID | The identification number for the proposal. |
Site Name | The name of the location. |
Next Step | If there is a red icon there are no further next steps. If there is a green icon than there is further correspondence needed and you can click directly on the icon to send a notification. |
Sales Rep | The sales representative working on the account. |
Monthly Rev. | The monthly revenue of the current contract or services. |
Closing Date | The closing date of the external contract or services. |
Start Date | The start date of the new contract or services. |
Probability | The probability of attaining this new customer. |
Format | The type of incoming business. |
Form Type | The forms related for this incoming business. |