- [Narrator] There are many opportunity reports
you can choose from.
So if you go to opportunities,
or you can actually do this in the CRM as well,
and go into opportunities reports,
you'll see many variations
of what is known as the opportunities report.
And I'm going to open up that one,
and you'll see here that there is a selection screen here,
and I'm going to take off all my selections
and just hit OK first.
And you'll see what it does,
it's got the opportunity number listed over here,
a name if it has one, who it is,
who's the last sales employee who talked to them,
the last stage, what the status is,
closing percent potential amounts.
So it's got most of the basic stuff here, okay?
You can go back to the blue arrow and use a filter.
So for example, I can use an industry filter
and go in here and pick food service,
and hit OK,
and then hit OK again.
And now I've only got the food service ones,
which is the Huli Pizza Company ones.
Similarly, I can do one for, let's say status.
And so I can just find everybody who is won
or maybe everyone that's lost.
Let's go to last for example.
And I'll go OK,
and just by hitting those check marks,
you can now see how many things you've lost.
You can actually start sorting by sales employee
and you get some idea, who's got the worst luck with sales.
All right, we can now go out of here,
and I'm going to close this one up.
There's another report much like it
called the opportunities forecast report,
same selection criteria.
It's got some groupings on the bottom if you need them,
but I'm just going to leave those all off,
I'm just going to run the report.
And here you'll see,
it's got pretty much the same stuff we started with,
but at the end here,
it's got a predicted closing date and winning amounts,
so that you have some idea of how to schedule these things.
Another good one here, is the opportunity forecast
over time report.
Again, same type of situations we had here,
and I'm going to set this for a year.
You get some form of resolution or grouping by time here.
So I'm going to do by just a year to start this.
And you can see, we have all the opportunities
that are out there,
which one started in 2006, which will start in 2009,
which one in 2020.
And you can see we have a real problem here
'cause we've got stuff out from all the way back
over 10 years ago, there was 1.3 million that never got.
They're lot of that never got closed,
and so we got a lot of stuff going on here.
Of course 2020 has nothing because we closed everything
'cause Huli Pizza is so great.
Now, I can also change that and look at it
in a different resolution.
So I can, for example, go to month,
and now I can start seeing what was done
on a more monthly basis.
If I'm interested in finding out more,
there are golden arrows,
and I can now look at which opportunities
were in that particular timeframe.
Next on our list is the opportunities statistic.
Again, you get the same kind of screeners before
you get a grouping by,
and you've got several options for grouping by.
I have this already set for item number,
and that's the one I'm going to use here.
And I can now go in here and start checking by item number,
the statistics about how many were open,
how many were won, how many are lost,
on per item basis.
I can change that,
to let's say the sales employee,
and I can get similar ideas of the sales employee,
their totals open, won, lost,
closed, success rates, et cetera, okay?
And once again, we can see something weird already suspected
with Sophie here,
who may need a little extra sales training here.
Alright, now I'm going to go ahead and cancel that.
Another report, the stage analysis asked for a date range.
So I'm going to go in here
and you can put a date range in here.
I'm going to use the full range here,
but you can also select for opportunity stage,
sales employee and BP code, if you want to,
and hit OK, and you get the stage analysis.
And this shows you all the different things going on
between the first meeting, second meeting,
quote, negotiation, order.
So you can look at these stages,
what's happening in general.
What the no sales employee did, what the sales manager did,
what Bill Levine did.
Let's see again, let's go to Sophie here,
and we can see that very likely she gets stuck in here.
So that's might be something that we may need to do
with her skills training as a sales person
to work on this part, that she can't seem
to get past the lead or the first meeting.
So we're going to go out of here, let's do it one more time.
I want to show you one other thing here.
There's a button on the bottom here called stage.
So you've got this graph, which is kind of cool
if you had enough information about it
and you can look at individual people on how they did,
but you open the stage button
and then you can select a stage.
So right now, for example, I'll select,
let's say first meetings and I'll hit OK.
And nothing changes,
you have to hit the refresh button on the bottom.
And now I'm looking at first meeting only,
and the graph is kind of boring,
but we can now go through this
and see where people are in terms of just
that particular stage.
Another interesting report
is the one and lost opportunities report,
which worked the same,
but I'm just going to use the one.
And it has the same kind of criteria as the last one,
but I'll hit OK here,
and it's sort of an aging.
If you want to look at it that way,
let's just expand it all the way here.
And you can see what happens is, the days until closing,
and you can sort of see how many opportunities we have
within that framework,
and the total amount that is on the table.
And you get to see that also in a nice graph on the bottom.
If I want to change any of this here,
again, there's a range in days, I've got a 10,
let's set this at 90 days.
Again, things don't change immediately,
you have to hit refresh,
and now you can start seeing what's going on
in the 90 day range.
All right,
and then when we hit the blue button and go out of this.
Again, you can set this up for date ranges as well.
The last report that I want to mention,
is the one all the way on the bottom,
and here's more versions of all those kinds of reports,
and everything's a variation of those.
The one that's very different is the opportunities pipeline.
And this is got this lovely
vintage 1990s 3D graph to play with up on top,
which is your pipeline.
And it's actually, if you hover over it,
it tells you what stage it is and how much the total is,
the closing percentage and weight total amount.
Now you can filter this as well.
So for example, I can go over here to BP Code,
and I'll click on the little button here,
and I have already put in here,
let's see this happens to be Maxi-Teq.
So I'm going to choose Maxi-Teq here,
and let's just look at what Maxi-Teqs numbers are.
And so I'll get OK, and there's a check here now,
I can now hit refresh.
And this gives me what the sales pipeline is for Maxi-Teq.
And so we have a lead, a first meeting and a quotation,
how many of those we had,
what the expected total was,
and weighted amount and so on.
Let me expand this out a little bit,
so we can see even better.
Now, what happens when we go to,
for example, sales employee
and we'll pick on our sales trainee Sophie here,
and we're going to hit OK,
and I'm going to hit refresh.
And here you're looking at what this sales employee does.
And so we can see, this is giving different numbers
from what we saw before,
because it's looking for things that are open.
The other things may not have been looking for open stuff,
and so you could see what's going on there,
for example, all right.
And then I can refresh to get everybody.
And this gives me an idea of how I'm doing
in terms of all these things.
Also be aware for these filters,
you know, you see some of these you saw
in the original opportunities report.
The rest of them are hidden with the expand button.
So if you want to go some of these,
including user defined fields.
So all those fields we defined early in this process,
over in the business partners,
if I wanted to filter by their type of food,
I could do that for some reason.
All right, I'm going to cancel this and cancel this.
The flexibility of reporting filters
gives you a large number of options
to review your opportunities with all these reports.