When your sales team logs into Method this morning, they might notice a facelift to the Sales Center Dashboard. “A picture is worth a thousand words” and you’ll see a few pictures, well charts to be exact, to help you know exactly how you’re doing. We’ve added 4 new charts, each highlighting specific areas of your sales cycle and status.
Pipeline for Opportunities by stage
At a quick glance, your sales reps can now see the stage of each opportunity.
Since each new client starts off as a lead, you’ll be able to see the progression of that client in the pipeline and as the probability percentage increases, so will the potential sales dollars in your pipeline.
Shows what percentage of closed opportunities are “won” vs.” lost”.
Leader board: Pipeline by user
Quickly view total open opportunities for your top 8 sales reps.
Pipeline for Opportunities by month
Instantly shows the estimated future values of your opportunities by month, based on the currently logged in sales rep.
Oh and don’t worry, we haven’t taken away the activity calendar. It’s just next to the “Charts” section tab now.
Enjoy the new charts. I know I do!
Danny Do Couto