Ability to view a sales pipeline for different months
This would assist in the greater understanding of cash flow / shortfalls by viewing ahead. Custom views of opportunities can be created but this does not calculate the total value of all opportunities in that period. Paid or part paid.
Thanks for the feedback, all.
The main takeaway that we’ve had from customer conversations is that folk want a quick way to see how they’re doing compared to last month, so we’ve updated our servers to show you last month’s figures under the “Order value”
We’re listening out for other feedback on this, so please keep voting and commenting 😃
Paul Muller, ALV Productions commented
Thanks Michael but we need something a little more sophisticated than this - as a sales manager, I need to know what my next three months of quotes AND orders looks like - in fact I'd like to see 3, 6 and 12 month views by month to get a sense of the health of the pipeline
I think it would be great to be able to see what the following and previous months pipeline is/was to better plan and compare! Would love to this feature as a report.
Here's a mock up of what we need:
This is an absolutely vital function so that you can predict figures and set targets for future months. Ideally it would also show how many quotations and orders exist within any given month or even a given date range.
Chris Forenz commented
I would even go further and have the ability to project possible cash flow with reports on upcoming quotes too. The dashboard pipeline feature is ok. But I really think they should give you some pipeline report options in the "reports" section of the software. Doesn't seem like it would be hard to make a report available for this.
Was going to post this myself! absolutely..
Tom Rose commented
Id love to see this!