Opportunity Report

Created by Binita Goswami, Modified on Fri, 6 Dec at 2:59 PM by Binita Goswami

The Opportunity Report for Field Sales provides a comprehensive view of active and closed opportunities, including key details such as customer information, opportunity stage, probability, expected revenue, and next steps. It helps sales teams track the progress of opportunities, prioritize tasks, and manage their pipeline efficiently.

Key Benefits:

Pipeline Management: Helps track opportunities and their stages.
Revenue Forecasting: Allows estimation of potential earnings based on probability and expected revenue.
Accountability: Ensures clear ownership of tasks and timely follow-ups.
Source Analysis: Identifies which marketing channels are driving opportunities.

This report is essential for optimizing sales efforts and maximizing revenue potential.

Here is a reference video:

Follow these steps to access the Opportunity Report:

1. Click on Reports and then click on All Reports.

2. Under FSM, click on Opportunity Report.

3. Upon clicking, you will see the following Opportunity Report.