Form - Prebuild - Opportunity - Revision history

Philip Lacey at 16:23, 31 January 2018

2018-01-31T16:23:45Z

Philip Lacey: /* Dashboard */

2018-01-31T14:35:10Z

‎Dashboard

Philip Lacey at 14:34, 31 January 2018

2018-01-31T14:34:40Z

Philip Lacey: Created page with "= 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 eng..."

2018-01-31T12:52:51Z

Created page with "= 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 eng..."

New page

= 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]]

[[File:prebuild_crm_003.png|800px]]

= Fields =

{| class="wikitable
! 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
|-
|}

= Notes =

This form can be heavily customised to better reflect the products, services and offers made and being tracked by the form.

← Older revision		Revision as of 16:23, 31 January 2018
Line 102:		Line 102:

	This form can be heavily customised to better reflect the products, services and offers made and being tracked by the form.		This form can be heavily customised to better reflect the products, services and offers made and being tracked by the form.
		+
		+
		+	= 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.
		+

← Older revision		Revision as of 14:35, 31 January 2018
Line 107:		Line 107:


−	[[File:prebuild_opportunity_dashboard.png]]	+	[[File:prebuild_opportunity_dashboard.png\|800px]]

← Older revision		Revision as of 14:34, 31 January 2018
Line 102:		Line 102:

	This form can be heavily customised to better reflect the products, services and offers made and being tracked by the form.		This form can be heavily customised to better reflect the products, services and offers made and being tracked by the form.
		+
		+
		+	= Dashboard =
		+
		+
		+	[[File:prebuild_opportunity_dashboard.png]]
		+
		+
		+	The opportunity dashboard is made of
		+
		+	{\| class="wikitable"
		+	! 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
		+	\|-
		+	\|}