Opportunities by Member: See opportunities that are ready to be closed

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.

Platform

• ConnectWise On-premise

 

Visualize IT

This gadget is a bar chart that allows you to see the opportunities by member in a visual graphic.

 

Customize IT

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:

 

Bundle IT

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

To purchase the “Opportunities by Member Gadget”, select it in the “Sales” pack with ConnectSMART Silver or choose ConnectSMART Gold and get them all!