Introduction
One of the key features of Empress that empowers businesses in their daily operations is the Number Card feature. Specifically, we will explore the New Opportunity (Last 1 Month) Number Card in this guide, a powerful tool that provides a snapshot of your business opportunities within the last month.
The New Opportunity (Last 1 Month) Number Card helps you visualize and track new opportunities created in the past month in your company. This feature is designed to offer a clear, concise snapshot of your business’s potential growth areas, making it easier for decision-makers to understand their progress and make informed decisions.
Accessing the New Opportunity (Last 1 Month) Number Card
- Log into your Empress account.
- Navigate to the CRM module on the dashboard.
- Within the CRM module, find the Number Card section.
- Look for the New Opportunity (Last 1 Month) Number Card.
Utilizing the New Opportunity (Last 1 Month) Number Card
Viewing Information
Once you’ve located the New Opportunity (Last 1 Month) Number Card, you can immediately view:
- The total count of new opportunities created in the last month.
- A chart showing the daily creation of new opportunities within the past month.
Editing and Sorting Data
While the New Opportunity (Last 1 Month) Number Card is designed for quick viewing, Empress also allows you to customize your data view:
- Editing: This card is pre-set with two filters, company and creation date. However, you can adjust these filters to match your specific needs.
- Sorting: By default, the opportunities are sorted by their creation date. However, you can change the sorting parameter to fit your business needs.
Tracking Business Opportunities
Use the New Opportunity (Last 1 Month) Number Card to track the growth of your business. This feature allows you to monitor the volume of new opportunities, helping you understand the effectiveness of your sales and marketing efforts.
User Roles and Permissions
Access to the New Opportunity (Last 1 Month) Number Card is determined by user roles and permissions. Only users with permission to access the CRM module and view Opportunities can see this Number Card. Administrators can modify these permissions as needed.
Conclusion
The New Opportunity (Last 1 Month) Number Card is a powerful tool in Empress that enhances your business processes by providing a concise snapshot of your new opportunities. With this feature, you can better understand your business growth and make informed decisions.
For more help, please refer to our User Guide or contact our Support Team.