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.
Filter Types
These different filter types help you specify your search when looking for incoming possible new clients.
Filter Types | Descriptions |
|---|---|
Division | |
Sales Rep | The sales representative responsible for handling new account. |
Account Class | The account class type. |
Check Boxes
These check boxes help you further detail your search within the selected filter options.
Check Box Types | Descriptions |
|---|---|
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. |
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.
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. |