Sales management… all on one screen

Managing your sales pipeline, sales opportunities, and sales activity shouldn’t be complicated or time consuming. But it is. You need a radically simple day-to-day sales management process.

Products / Services is the heart and soul of a sales opportunity. It’s where all of the real details of a sales opportunity live, like close date, stage, and our personal fav, total revenue. It’s important to fill out all sections because the information you enter here drives what you see in your sales pipeline.

Add a Product / Service

Name. The name of a sales opportunity.

Description. A brief description of the sales opportunity.

Milestones

Close date. When you expect to win the deal.

Stage. Where the sales opportunity is in the sales cycle.

Confidence %. How confident you are that the deal will close.

Created on: The day the sales opportunity was added to your sales pipeline.

Financials

Total revenue. The total amount of money you expect to earn after you win the sales opportunity.

Total expenses. The total amount of money you expect to spend before and/or after you win the sales opportunity.

Payment start date. The day you expect to start recognizing revenue.

Payment end date. The day you expect to stop recognizing revenue.

Attribution

Opportunity type. Is this a new client or existing client.

Source type. Where this sales opportunity originated.

Internal attribution. Who originated the sales opportunity at your company.

External attribution. Who originated the sales opportunity at the prospect.

Multiple Products / Services lines

You may have a solution with multiple products or services. Add every product / service line here, each with its own timeline and financial schedule.

What happens to the sales pipeline when I filter Products / Services?

Your can filter sales opportunities by any products / services lines. Your sales pipeline will update accordingly.