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.
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.
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. |
Outline to consider for this page (we can talk more about this)
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
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
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
Add: Table with field descriptions