Difference between revisions of "Form - Prebuild - Opportunity"

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(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...")
 
 
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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.
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= Worklist =
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1 worklist is built
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*  Prebuild - Opportunity - My Opportunities - by UserName - DateTime
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This worklist is customised to show all of the opportunities where the owner is the current user.
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= Dashboard =
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[[File:prebuild_opportunity_dashboard.png|800px]]
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The opportunity dashboard is made of
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{| class="wikitable"
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! Type
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! Name
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! Description
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! Dashboard Id
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! Wixi
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! Location
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|-
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| Funnel || Prebuild - Opportunity - Funnel || Used to show whats coming in based off the "Once Off Amount" field || 81 ||  || Dashboard
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|-
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| 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
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|-
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| Button || Instant Visualisation || Prebuilt report which looks at closed questions || 24 ||  || Data Profiling > Instant - Visualisations >  Visualisation - Current Status
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|-
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| 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
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|-
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| Button || Outcome Statistics || Prebuild statistics report for outcomes for all agents for this month || 26 ||  || Data Profiling > Instant - Statistics > Statistics - User - Report by Period
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|-
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| Button || Form - Edit || Manage the form using the Form console || 70 ||  || Form Management > Form - Primary Management > Form - Edit Form
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|-
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| Button || Prebuild Management || Go to the Prebuild Manager for this collection of forms || 71 ||  || Form Management > Form - Primary Management > Form - Prebuild Manager
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|-
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| Button || All Opportunities || A worklist showing all opportunities for all staff || 85 ||  || Worklist
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|-
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| Button || My Opportunities || A worklist showing all opportunities for the staff member logged in || 86 ||  || Worklist
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|-
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| 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
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|-
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| Button || Prebuild - Opportunity - Soon to drop || Date based listing of opportunities sheduled to drop regardless of scores || 84 ||  || Dashboard
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|-
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|}

Latest revision as of 17:23, 31 January 2018

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


prebuild crm 003.png


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

prebuild opportunity dashboard.png


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
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