Weekly gadget: Sales By Time!
Hi everyone! This week Inspector Gadget we’ll be focusing on the GO-GO Gadget……”Customer Satisfaction Score”! See our gadget from last week.
Platform: ConnectWise On-premise.
Sales By Time
This gadget is a bar chart that shows you the revenue and margin over a period of time to compare periods with each other.
Drilldown
Double click to see a sortable grid of sales opportunities that are ranging from cold to hot and if you click on them it will directly link that ticket to the location in ConnectWise to further follow up on.
Customize it!
Adjust this gadget to your liking by setting the parameters of the “Sales By Time”:
| Parameter: | Example: |
| Boards | ‘serviceboard’ , ‘sla – board’ etc. |
| Exclude boards above | (checked) Does not calculate the boards mentioned in the field above. |
| Exclude boards above | (unchecked) Calculates all the boards there are in the field above. |
| Opportunity types | ‘application development’, ‘managed services’, ‘connectsmart’ etc. |
| Exclude opportunity types above | (checked) Does not calculate the opportunity types mentioned in the field above. |
| Exclude opportunity types above | (unchecked) Calculates all opportunity types there are in the field above. |
| Number of times units | You can set a time period of time. (1 month prior= -1) |
| Time units | Year, month, week or day. |
| Locations | New York, Hollywood etc. |
| Exclude locations above | (checked) Does not calculate the locations mentioned in the field above. |
| Exclude locations above | (unchecked) Calculates all locations there are in the field above. |
| Business units | ‘connectsmart’, ‘flextour’ etc. |
| Exclude business unit from above | (checked) Does not calculate the data of the mentioned business units from above. |
| Exclude business unit from above | (unchecked) Calculates all the data from the business units into the gadget. |
What can I do with it?
You can use this gadget to acquire a view of the won revenue and won margin of sales over a period of time. This allows you to push ‘closing sales’ over to the next month when you now which months are generally slow in the year. You can also use this gadget to analyze how stable your won margin is over the won revenue by sales, and if the margin is under pressure or increasing compared to a previous period of time.
Select this gadget in the “Sales” package with ConnectSMART Silver or choose ConnectSMART Gold and get them all!
Related gadgets:
Examples are: “Sales Funnel”, “Days to Close By Member” and the “Idle Opportunities By Member” gadget.
This gadget can be bundled in a dashboard to acquire a trail of how the sales by time are being formed and what KPI’s affect them. The sales funnel shows the leads forecast for each time period, what opportunities are idle and thus not closed in one month and how many days it takes to close opportunities by member.
What do you bundle your “Sales By Time” gadget with?
Next week we’ll be inspecting the “Invoicing Monthly Totals“ gadget which will show your invoicing total is on a monthly basis. So make sure you tune in!
Until next week! GO- GO Gadget Rocket Booster!
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