Sales > Contact Manager > CM-C Opportunity Dashboard

CM-C Opportunity Dashboard

Purpose of the Program

Use this program to review opportunity (Sales Quote) activity at a high level and drill down into the detail

General Program Operation

The program consists of a screen with 6 different panels that can display information selected by the user. When first loaded, each panel contains a list of available data panels so the user can select which data to present on which pane. Some data panels will present the summary data immediately and others prompt for a date range before processing. Each panel has the ability to drill into the detail by double clicking on a line. To change the data panel loaded on a given screen panel click Tools and select the panel to reset.

Won/Lost Panel

This panel has 3 date ranges defaulting to the current month to date, past 120 days and past year and has a Process button. The user can edit the dates as desired and will be presented with a list of number and dollar value of Quotes won, lost or abandoned within the date ranges specified.

Followups Panel

This panel loads without prompting and lists a summary of open reminders by Type and Person

Pending Quotes Panel

This panel loads without prompting and presents a list of number and dollar value of Quotes by Status that have status N (not yet submitted to the customer) or a number 1-9 which means they are submitted and the likelihood of winning is designated by the number, 1 meaning 10% and 9 meaning 90%

Pending Quotes by Rep Panel

This panel loads without prompting and presents a list of number and dollar value of Quotes by Sales Rep that have status N (not yet submitted to the customer) or a number 1-9 which means they are submitted and the likelihood of winning is designated by the number, 1 meaning 10% and 9 meaning 90%

Aging Quotes Panel

This panel loads without prompting and presents a list of number and dollar value of Quotes by Month that have status N (not yet submitted to the customer) or a number 1-9 which means they are submitted and the likelihood of winning is designated by the number, 1 meaning 10% and 9 meaning 90%

Lead Type Panel

This panel prompts for a date range and presents a list of number and dollar value of Quotes entered within the specified date range by Lead Source

Loss Reasons Panel

This panel prompts for a date range and presents a list of number and dollar value of Quotes lost within the specified date range by reason