Opportunity Movement Report

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This Opportunity Movement Report shows you how many of your opportunities are actively moving from one stage to the other and how many are stuck in their current stage. It can give you insight on the progress of your active opportunities. You can also use this to identify stagnant opportunities, evaluate them and see what you can do to move them along.

Solution Expert: Sheryll Chua

SKU: 2207210945 Category:
What this solution gives you:
  • A real-time report that shows the movement in your sales pipeline: which opportunities are progressing and which are stagnant
  • A link to a custom report that you can access anytime
  • A PDF copy of the same report sent to your inbox every first day of the month, or on your preferred schedule

 

How we will deliver this solution to you:
  1. We will send you an order document to fill out.
  2. When you return the completed order doc, we will review it and reach out to you in case additional information is required.
  3. We will start building the report give an estimated date when it will be completed.
  4. Once completed, we will provide the link to the report and schedule a PDF copy to be sent to you and your team on yor preferred schedule.

 

Cost to implement:
  • Basic: $89/month
  • Standard: $49/month
  • Premium: Included in your package
About the Author Sheryll Chua

Sheryll is a senior project manager at FunnelBud who enjoys automating challenging processes as well as coming up with out-of-the-box solutions to make clients' work easier and more efficient. She is also the team's reporting specialist responsible for building reports and dashboards to help you develop data-driven business strategies.

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