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Topic

    Hitesh Patel
    Opportunity Overview (Kanban board view)
    Topic posted October 6, 2017 by Hitesh PatelSilver Medal: 2,000+ Points, last edited September 14, 2018 by Hemal KapasiBronze Trophy: 5,000+ Points, tagged Opportunity, Sales Manager, Sales Representative, Shared Reports 
    293 Views
    Title:
    Opportunity Overview (Kanban board view)
    Summary:
    Shows the Opportunity summary and details for different Sales stages in a Kanban board view
    Content:

    Business Use Case:

    Sales Manager-
    Sales Manager needs to view the Opportunity Dashboard for his team for the current quarter that shows -

    1. Opportunity Infolets
    2. Opportunity Type breakup
    3. Opportunity Trend
    4. Opportunities by owners
    5. Opportunity detail report showing Account, Opportunity status and revenue information

    for all the Opportunities owned by him or his subordinates

    Sales Representative-

    Sales Representative needs to view the Opportunity Dashboard for his team for the current quarter that shows -

    1. Opportunity Infolets
    2. Opportunity Type breakup
    3. Opportunity Trend
    4. Opportunities by owners
    5. Opportunity detail report showing Account, Opportunity status and revenue information

    for all the Opportunities owned by him. 

     

    How to deploy:

    1. Unarchive the Pipeline Overview.catalog file (attached with the post) in /Shared/Custom/Customer Relationship Management folder of BI Catalog
      1. It is important that the above folder path is used to ensure that the dashboard and the content it refers is not broken
    2. This will create a new folder called “Pipeline Overview” under /Shared/Custom/Customer Relationship Management
    3. This folder contains 13 reports and 1 dashboard

     

    Implementation notes:

    1. The data that is fetched is for “Standard Sales Process” (if you want to use this report for other sales process, ensure to update all the *List and * Summary Box reports to fetch data for the new Sales Process
    2. The “Standard Sales Process” has six stages viz. Qualification, Discovery, Building Vision, Presentation, Agreement and Negotiation. Thus we have 12 reports that are used in the dashboard i.e. two reports for each of the sales stages
    3. If you have a custom sales method, which has less or more than six stages, please ensure that the changes are made accordingly in the dashboard
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