GoldMine’s Opportunity Manager gives companies and individuals an easy way to manage and track moderate to complex sales throughout the sales cycle.
For individual salespeople and managers alike the Pipeline Funnel gives you an overview of the # of opportunities and total dollar value of the opportunities at each stage of the sales process.
First, determine whether you want to see all opportunities, the opportunities of a user group, or a single users’ opportunities. This is done by changing the Manager drop down in the Opportunity Manager. I’ve highlight the Manager drop down below for you.
GoldMine Opportunity Manager
Then simple click the funnel, highlighted above to the left of the Manager.
Opportunity Funnel
In the center of the rungs of the funnel will be the stage, “10 – Initial Contact, etc.” as well as the number of opportunities in that stage. Then to the right of each rung will be the total dollar value of those opportunities, and their percentage of the total sales. In the very top rung, the gray area, will be the total forecast and total # of sales.
The rungs are determined by the F2 lookup for Stage field within the Opportunity Manager.
Opportunity Manager Stages
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