You've done it, you closed a deal! The best part...seeing the Graphly dashboard on the big screen TV in your office refresh with another won deal and the bump in revenue tied to it.
A New Report While we've long had a view for won opportunities combined with a future forecast, we've recently had a few requests to break out won opportunities into their own report. So that's exactly what we did.
Won Opportunities The Won Opportunities report allows you to see the quantity and revenue associated with opportunities moved into a won stage during a date range of your choosing. Knowing Keap users vary greatly in how they utilize opportunity records, we've included options for recording revenue and counting a deal as closed.
Revenue Calculation Calculate the revenue from your opportunities using the selected products on the opportunity, the projected high, the projected low, the average of the projected high and low, or an opportunity field storing a value.
Won Consideration Define an opportunity as being won using the estimated close date or the date the opportunity was moved into the won stage.
Recommended Report Once you have the Won Opportunities report all configured, might we suggest you place the Opportunity Forecast report right alongside it?
That makes 17 opportunity-specific reports in total. We help organizations understand bottlenecks in their sales process, improve performance, and obtain the sales outcomes they're after. Do you see something we're missing that would help you and your team be more successful? Just drop us a line or even better, submit a Feature Request.
