Opportunities Modified Daily Report
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.
To view the Opportunities Modified Daily Report:
- Ensure that you are at the Center level.
- From the main menu, click the Admin tab.
The Admin Dashboard opens.
- Expand Reports from the left panel.
- Click Daily Reports.
- From the Select a Report drop-down list box, select Opportunities Modified.
Note: The report is listed under the section For the Day > Operational.
- Specify the date for which you wish to run the report.
- 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 .
|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).
Note: You can click all the column titles to sort them in ascending or descending order.
|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.|