Welcome to this comprehensive guide on the Opportunity Summary by Sales Stage feature in Empress. This guide will walk you through the ins and outs of this feature in a user-friendly manner, free of technical jargon and developer-centric terms.
Introduction
The Opportunity Summary by Sales Stage is a powerful feature in Empress, designed to provide business users with an overview of sales opportunities. From a business perspective, it offers a clear snapshot of where different opportunities stand in the sales pipeline, allowing users to make informed decisions and strategic plans.
Primary Functions and Benefits
This feature provides several key functions and benefits:
-
Viewing Opportunities: It allows you to view all your sales opportunities summarized by their respective sales stage. This gives a clear picture of the number of opportunities at each stage.
-
Sorting Opportunities: You can sort opportunities based on different parameters, such as the sales stage, value, or expected close date. This helps in prioritizing and managing opportunities more effectively.
-
Tracking Progress: It enables you to track the progress of opportunities through different sales stages, offering insights into how well your sales process is working.
How to Use
-
Accessing the Feature: To access the Opportunity Summary by Sales Stage, navigate to the CRM module and click on the corresponding report.
-
Viewing Opportunities: The report will display a summary of all opportunities by their sales stages. Each row represents a sales stage, with opportunities at that stage listed underneath.
-
Sorting Opportunities: To sort opportunities, click on the column header of the parameter you want to sort by. The opportunities will be rearranged accordingly.
-
Tracking Progress: To track the progress of an opportunity, look at its row in the report. The sales stage will indicate where the opportunity is in the sales pipeline.
User Roles and Permissions
The Opportunity Summary by Sales Stage report is available to users with the “Sales User” and “Sales Manager” roles. These users have the necessary permissions to view, edit, and track the information in the report.
Summary
The Opportunity Summary by Sales Stage feature is a critical tool in the Empress arsenal for any business user. It streamlines the management of sales opportunities, making it easier to track progress and make strategic decisions.
For additional non-technical resources or support, refer to the Empress support center or reach out to the Empress community through the forum. Stay tuned for more guides on other features to enhance your Empress experience!