Analysing your Sales Performance¶
Organizing Sales Funnel Reviews¶
Through the Opportunities Analysis, Reporting ‣ Sales, you can keep track of your sales funnel. The analysis report gives you instant access to your opportunities displaying information such as planned revenue, probable revenue, overpassed deadline or the number of interactions per opportunity. This report is perfect for the Sales Manager to periodically review the sales pipeline with the salesteams concerned.
The powerful Advanced Search View allows you to customize your analysis reports by using Group by features.
You can select specific options to filter your opportunities. For example, when you select a partner here and type partner name, only opportunities related to that specific partner will be displayed.
You can also filter the information of an opportunity according to the Group by features. Suppose you want to analyse your opportunities by campaign and by salesperson. When you open the Opportunities Analysis screen, you will notice that the opportunities are by default grouped by salesperson (see Salesperson button in the Group by area).
Since you want to group by Campaign first, click the Salesman button to uncheck it. Just click the Campaign button, then click Salesperson to get the report you want.
Some examples of how you could use the Opportunities Analysis report to analyse your opportunities in various ways.
Customers with Open Opportunities:
Group by Partner, check the Open to provide a list with the customer names and the number of draft / open opportunities.
Check the Closed on filters, then group by State, then by Stage to display a list of closed opportunities divided by stage (lost and won).
The number of opportunities can be displayed by closing date and sales stage, including Planned Revenue. Select only the Closed opportunities, group by Date, then by Stage to obtain this view.
To get an idea of what your salesperson's pipeline is like (or sales team), including the planned sales volume, select the Open and group by Salesman (or Sales Team).
Opportunities by Category:
Click the Graph button in the Opportunities screen to display the report as a Graph.
You can also display the Opportunities Analysis screen as a graph.