In this guide, we’ll walk you through the Territory Wise Opportunity Count feature in Empress, a powerful tool for tracking business opportunities in various territories. This user-friendly feature provides a clear, visual representation of business opportunities, helping you make informed business decisions.
What is the Territory Wise Opportunity Count Dashboard Chart?
The Territory Wise Opportunity Count is a dashboard chart that provides a visual representation of the number of business opportunities in different territories. This feature enables you to track your business’s performance in varied regions, allowing for better strategic planning and decision-making.
Benefits for Your Business
Using the Territory Wise Opportunity Count feature, you can:
- Identify territories with the highest number of opportunities, enabling you to focus resources effectively.
- Uncover underperforming regions, helping you to devise strategies for improvement.
- Gain valuable insights for decision-making and strategic planning.
How to Use the Territory Wise Opportunity Count Dashboard Chart
Viewing the Dashboard Chart
- Navigate to the Empress home screen.
- Click on the CRM module.
- Scroll down to find the Territory Wise Opportunity Count chart.
Interpreting the Dashboard Chart
The chart displays territories as segments of a donut chart. The size of each segment corresponds to the number of opportunities in that territory. This visual representation allows you to quickly and easily interpret your data.
Editing the Dashboard Chart
To modify the territories or the type of information displayed:
- Click on the Edit button located above the chart.
- In the Edit Chart window, you can change the territories or adjust the data as needed.
- Click Save to apply your changes.
Sorting Information
The chart automatically sorts territories based on the number of opportunities. The territory with the most opportunities will be displayed first.
User Roles and Permissions
All users can view the Territory Wise Opportunity Count chart. However, only users with administrative permissions can edit the chart.
Conclusion
The Territory Wise Opportunity Count feature is a valuable tool that allows you to track and analyze your business opportunities. By utilizing this feature, you can make data-driven decisions, improve business operations, and increase profitability.
For more information or assistance, please refer to our user-friendly Empress guides or contact our support team.