Opportunities by Member: What IT Does
You can use this gadget to get an idea of which sales member has the most opportunities that are ready to be closed/ cashed. This information is useful in making workload schedules but also for motivational reasons if the manager sees that employees are behind on closing their opportunities.
• ConnectWise On-premise
This gadget is a bar chart that allows you to see the opportunities by member in a visual graphic.
Adjust this gadget to your preference by setting the parameters of “Opportunities by Member”.
Here is an example of how the parameters could be customized:
This gadget can be bundled in a dashboard to acquire a trail of the opportunities each member has, how they are processed through the sales funnel and how many days it takes for a member to actually close an opportunity. The idle opportunities are the opportunities that have bits of information that need to be filled in and have not been done yet (because a high number of days necessary to close an opportunity).
What do you bundle your “Opportunities by Member” gadget with?
Related to IT
• Sales Funnel
• Idle Opportunities by Member
• Days to Close By Member
Opportunities by Member: Get IT