Daily Report: Opportunities Modified

Overview

The Opportunities Modified 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. Looking at this report, the Sales Owners and Managers can  quickly note which Opportunities were modified and also the next follow up date noted against each Opportunity for further action.  

Example: You can view the Opportunities Modified Daily Report to see the details about a guest and also to view the follow  up dates that have been recorded. You can also know the current status of an Opportunity at a glance.

Navigation

To view the Opportunities Modified Daily 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 Modified.
    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 Modified 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 Modified

Select this option if you want to view the Opportunities that have been modified on a particular date.

To track Opportunities, the management in your organization should encourage all executives to keep diligent records. These could be simple observations that should be entered against the Opportunity.

Example: If a guest is away on vacation for a month and does not want to be disturbed, it is very important to note this information down against the Opportunity. It is equally important to set up Follow Up dates accordingly and add any other useful information such as the guest was curious about the body scrub services. This way, when the Sales Owners view these report, they get a complete picture of the interactions so far with the guest will know exactly what to speak to the guest or potential client.

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 and enter any further observations.

Have more questions? Submit a request

Comments

Powered by Zendesk