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General information about the opportunities in the system can be accessed from the Opportunity Density page. It is important for companies that manage sales opportunities and do channel management.

Path: CRM > Sales and Marketing > Sales Opportunities > Opportunity Density

Thanks to the Opportunity Density page, businesses that do channel management or manage sales opportunities within themselves can analyze the current status of opportunities. As a result of these analyses, the manager responsible for opportunity management will be able to conclude that various actions need to be taken.

In other words, businesses that not only perform Channel Management but also the opportunities available to their sales personnel can take actions such as evaluation, workload distribution and follow-up by monitoring the opportunities on their own sales personnel through "Opportunity Density".

First of all, the total number of active opportunities, estimated revenue and the number of opportunities not directed to the business partner are highlighted on the page. Information about active opportunities by business partners, employees and cities is located in the sub-columns.

According to the information obtained here, if you want to check the opportunity details of the business partner or employee, you can click on the relevant person/company. Thus, the details of the opportunities can be accessed via the Sales Opportunities > Opportunity page.

Note: You can learn how to use the opportunity function by reading the article titled "Opportunities".

For example; Let's assume that someone responsible for opportunity management uses this page. By clicking on a partner with a high estimated income, it is possible to check the opportunities of this partner one by one. The person responsible for opportunity management may detect here that a business partner who is trying to manage more than one opportunity does not show sufficient interest in one opportunity. This opportunity can be redirected to another business partner so that the responsible person can avoid this estimated revenue loss. As can be seen, the inference of this action was made entirely with the opportunity density page.

XML Settings

XML Settings define page-specific operating rules. It is set in the XML section under Page Settings on each page.

x_money Para Birimi

TL = TL USD = USD EUR = EUR JPY = JPY GBP = GBP NOK = NOK

Seçim

x_opp_cat_id Fırsat Kategori ID

Yoğunluk Hesabına Katılan Fırsat Kategori ID'lerini Virgülle Yazınız.

input

Total 2 Register

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About Workcube Objects

Opportunity Density

It is used for businesses that perform channel management or manage their own sales opportunities to analyze the current status of the opportunities. As a result of these analyses, the manager responsible for opportunity management may conclude that various actions should be taken.

Type: Dashboard Version: Holistic v2 Licence: Standard Author: Workcube Core