Daily Report: Opportunities Pending Follow Up

Overview

The Opportunities Pending Follow Up Report gives details about Opportunities that are recorded in the application but have missed follow-up action from Sales Owners (employees with Manager or Owner role permissions) of the Center. Getting in touch with guests is important because they represent a source of revenue for your Center. Sales Owners must try and convert these Opportunities to actual sales - and that’s the reason why this report is a very important Daily Report.

The Opportunities Pending Follow-Up Report is a Daily Report that is sent to the Sales Owners or Managers for a given Center/Organization at the end of the day.

Example: You can view the Opportunities Pending Follow Up report to quickly get a sense of Opportunities you are missing. You can look at the report to view details of the Opportunity, the name of the guest, and follow-up date to take some quick decisions around the priority of actions for the following day (such as giving calls to guests, making notes against each guest/Opportunity).

Navigation

To view the Opportunities Pending Follow-Up Report:

  1. Ensure you are at the Center level.
  2. From the main menu, click the Admin tab.
    The Admin Dashboard opens.
  3. Expand Reports from the left panel.
  4. Click  Daily Reports.
  5. From the Select a Report drop-down list box, select Opportunities Pending Follow Up .
    Note: The report is listed under the section For the Day > Operational.
  6. Specify the date for which you wish to run the report.
  7. Click Refresh.
    The Opportunities Pending Follow Up Report appears.
    Note: To export the report, on the top right side of the report, click the Excel  or .CSV  icons .  

Filter Criteria

Criteria

Options

Description

Type of Report

Opportunities Pending Follow Up

Select this option if you want to run the report to view the Opportunities that are pending ffollow-up- that is, Opportunities that are missed and need follow-up action from Sales Owners or Managers.

Time Period

Specify a date

You can use the front and back arrows to specify a date closer to the date already selected. Or, you could open up the Calendar pop-up to jump across months/years and then specify a date.
Note: Since this is a daily report, you can specify only one date (and not a date range).

 

Column Descriptions

Note: You can click all the column titles to sort them in ascending or descending order. 

Column

Descriptions

Opportunity#

Displays the Opportunity number. Clicking the number opens the Edit Opportunity window where you can view further details about the Opportunity.

Title

The title of the Opportunity. This field corresponds to the Name of the Opportunity and displays the information listed under that field.

Sales Owner

The name of the Sales Owners at the Center.

Guest

The name of the guest. You can click the name of the guest to view further details about the guest. The name of the guest links to the Edit Guest window under Loyalty > Manage Guests > Guest Name.

Status

Displays the Status of the Opportunity such as Lead, Prospect, Active, On Hold, Won, Lost.

Example: If you run a business around slimming and weight loss, a guest who has called in to enquire about your slimming related treatments and services is a Prospect. If the same guest comes into your Center for a Service, the guest is in the Active status.

When the guest walked in for a service, you told her about your Packages and Membership benefits and the guest was willing to buy a Package (has money and is willing to spend it), but perhaps after one month because she had some travel plans, then the Opportunity status is a Lead. Once the Guest buys a Membership or a Package, the Opportunity status is Won.

If the guest is non-committal about buying any Services, Memberships, Packages, or Products, the Opportunity is On Hold and if the guest is not happy with the Services, gives bad feedback and is sure she will not come back to you for any Services, Memberships, Packages, or Products then the Opportunity is Lost.

Follow-up Date

Displays the follow-up date for the guest. Sales  Owners need to follow up with guests on this date enter any further observations.




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