Form - Prebuild - Opportunity
From All n One's bxp software Wixi
Contents
1 Overview
Opportunities are the ability to log a sales opportunity. This form comes ready to link to Company and Contact forms for greater levels of reporting.
The engine also uses the best sales practices for managing a sales process as discussed here Scenario_-_bxp_and_Lead_Generation_and_Pipeline_Management
2 Fields
| Type | Name | Notes |
|---|---|---|
| Section Group | Details | |
| Text Box | Title | |
| Text Area | Description | |
| Attachments Bar | Attachements Bar | Making it easy to access uploaded tender documents or other associated documentation |
| Inline Tabs | Inline Tabs | |
| Section Group | Primary Details | |
| Campaign Search | Company | A link to a Company form |
| Campaign Search | Contact | A link to a Contact form |
| Staff | Owner | The primary active user in the system responsible for this opportunity. |
| Section Group | Value | |
| Currency Box | Once Off Amount | |
| JQuery Date | Expected Drop Date | |
| Currency Box | Recurring Amount | |
| JQuery Date | Recurring Expected Start Date | |
| JQuery Date | Recurring Expected End Date | |
| Revenue Header | Revenue Calculator | The revenue header is discussed here Form_Revenue_Header |
| Revenue Header | Revenue Calculator | |
| Revenue Header | Revenue Calculator | |
| Revenue Header | Revenue Calculator | |
| Revenue Header | Revenue Calculator | |
| Revenue Header | Revenue Calculator | |
| Revenue Header | Revenue Calculator | |
| Revenue Header | Revenue Calculator | |
| Revenue Header | Revenue Calculator | |
| Section Group | Classification | |
| List - Menu | Offer | This drop down list is prepopulated with example offers and can be managed as a list or converted to a "Campaign Listing" type to work from a different form. Form_Question_Types#Basic_-_Cross_Campaign_Type |
| List - Menu | Stage | This drop down list is prepopulated with industry best practice options. |
| 1 to 100 | Percentage Complete | This is an optional use field for recording a feeling of how close to close the opportunity is. |
| List - Menu | Source of Lead | A prepopulated list using Marketing common sources |
| List - Menu | Vertical | |
| List - Menu | Region | |
| Section Group | Score | |
| Yes - No | Budget | 25% towards calculated score |
| Yes - No | Authority | 25% towards calculated score |
| Yes - No | Need | 25% towards calculated score |
| Yes - No | Time | 25% towards calculated score |
| 0 to 100 | Calculated Score | The score generated from BANT fields |
3 Notes
This form can be heavily customised to better reflect the products, services and offers made and being tracked by the form.
4 Worklist
1 worklist is built
- Prebuild - Opportunity - My Opportunities - by UserName - DateTime
This worklist is customised to show all of the opportunities where the owner is the current user.
5 Dashboard
The opportunity dashboard is made of
| Type | Name | Description | Dashboard Id | Wixi | Location |
|---|---|---|---|---|---|
| Funnel | Prebuild - Opportunity - Funnel | Used to show whats coming in based off the "Once Off Amount" field | 81 | Dashboard | |
| Line Chart | Sales History | A line chart of last 12 months based on the Once Off Amount and Once Off Date fields where the Stage is Sold | 82 | Dashboard | |
| Button | Instant Visualisation | Prebuilt report which looks at closed questions | 24 | Data Profiling > Instant - Visualisations > Visualisation - Current Status | |
| Button | Data Analysis | The Data Analytics engine of bxp. Use search to group records and then export or visualise them | 25 | Data Profiling > Instant - Data > Data - Instant Data Analytics | |
| Button | Outcome Statistics | Prebuild statistics report for outcomes for all agents for this month | 26 | Data Profiling > Instant - Statistics > Statistics - User - Report by Period | |
| Button | Form - Edit | Manage the form using the Form console | 70 | Form Management > Form - Primary Management > Form - Edit Form | |
| Button | Prebuild Management | Go to the Prebuild Manager for this collection of forms | 71 | Form Management > Form - Primary Management > Form - Prebuild Manager | |
| Button | All Opportunities | A worklist showing all opportunities for all staff | 85 | Worklist | |
| Button | My Opportunities | A worklist showing all opportunities for the staff member logged in | 86 | Worklist | |
| Button | Prebuild - Opportunity - 90 day Score >= 75% | A list of Opportunities with a score of 75 or greater due in 90 days or less | 83 | Dashboard | |
| Button | Prebuild - Opportunity - Soon to drop | Date based listing of opportunities sheduled to drop regardless of scores | 84 | Dashboard |
