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Let's walk you through the tabs listed at the bottom of this sheet.
Dashboard Think of the Dashboard tab as your control panel for your opportunities. You'll see the following information: - The total value of all your opportunities - Total number of People, Companies, and Opportunities in this CRM - The number of Opportunities by stage and the value of Opportunities by stage This is a great place to start planning your daily goals! People A Person is someone you have already qualified to do business with. They may be a current customer, potential customer, or some other type of contact or relationship. This is the Person that works for a Company you want to do business with. Companies A Company is an organizational entity that you are either doing business with now, or may be doing business with soon. We like to think of the Company as the building that the People you are dealing with work in. The Company record is the top level record that we relate other records such as People or Opportunities to. Opportunities An Opportunity represents any kind of business development effort that you would like to track and move along through a process. You could also call an Opportunity a "deal" or a "sale". An Opportunity could represent the sale of a product, billings associated with services, or an activity that has no direct monetary value, like increasing your press coverage. Setting This is where you define the following items that will set the data rules in your Sheet: - Contact Type for People and Company - Stage, Status, Source, and Loss Reason for Opportunities You'll want to adjust this to what makes the most sense for your business process.
Dashboard
SALES
$280,915
TOTAL NUMBER OF
7
People
7
8
Companies
Stage
Opportunities
Count
Contract Sent
1
Follow-up
2
Negotiation
3
Presentation
1
Qualified
1
Stage
Total value
Contract Sent
$2,000
Follow-up
$32,999
Negotiation
$133,785
Presentation
$100,000
Qualified
$12,131
People
Copper Tip ➜
A Person is someone you have already qualified to do business with. They may be a current customer, potential customer, or some other contact type. This is the Person that works for a Company you want to do business with.
Tag [1]
Name
Company
Work Email
Title
Contact Type [2]
Work Phone
Work Website
Followup
Thomas Liao
ozerflex
thomas@ozerflex.com Marketing Manager
Potential Customer
562-391-2345
www.ozerflex.com224 Main St
Address
City
Zip
San Francisco
90567
http://www.linkedin.com/search/fpsearch?type=people&keywords=Thomas Liao ozerflex&pplSearchOrigin=
Hot
Lillian Soto
Fixfase
lillian@fixfase.com Sales Rep
Potential Customer
562-391-2346
Soon
Violette Gatewood
Namdrill
violette@namdrill.com Sales Operator
Current Customer
562-391-2347
Soon
Mary Garcia
Saltace
mary@saltace.com Community Manager
Other
Hot
Cameron Lyle
Moveplanet
cameron@moveplanet.com Designer
Followup
Mildred Noriega
Finware
Upsale
Melody Estes
Dripelectronics
Description
www.fixfase.com543 Senwood St New York
90456
http://www.linkedin.com/search/fpsearch?type=people&keywords=Lillian Soto Fixfase&pplSearchOrigin=GL
www.namdrill.com 2430 Grand Corners Sucker Brook
28407
http://www.linkedin.com/search/fpsearch?type=people&keywords=Violette Gatewood Namdrill&pplSearchO
562-391-2348
www.saltace.com1275 Harvest Beacon Hills Avenue and Dales
33247
http://www.linkedin.com/search/fpsearch?type=people&keywords=Mary Garcia Saltace&pplSearchOrigin=G
Current Customer
562-391-2349
www.moveplanet.com 6329 Velvet CloudNitta Carrefour Yuma
74482
http://www.linkedin.com/search/fpsearch?type=people&keywords=Cameron Lyle Moveplanet&pplSearchOr
mildred@finware.com CEO
Potential Customer
562-391-2350
www.finware.com1903 Quiet WillowMuenster Field, Muenster 27760
http://www.linkedin.com/search/fpsearch?type=people&keywords=Mildred Noriega Finware&pplSearchOrig
melody@driplectronics.com Executive Assistant
Other
562-391-2351
www.driplectronics.com 3446 Jagged Walk, Platinum Platinum, Florida 34119
http://www.linkedin.com/search/fpsearch?type=people&keywords=Melody Estes Dripelectronics&pplSearch
Companies
Copper Tip ➜
A Company is an organizational entity that you are either doing business with now, or may be doing business with soon. You should use tags to group different companies together so you can filter for them easily later.
Tag
Company Name
Contact Type
Work Phone
Email Domain
Work Website
Followup
ozerflex
Potential Customer
562-391-2345
@ozerflex.com
www.ozerflex.com224 Main St
Address
City
Zip
Country
San Francisco
90567
US
https://www.linkedin.com/vsearch/c?type=companies&keywords=ozerflex&orig=GLHD&rsid=&pageKey=biz-overview-intern Steve Holm
Hot
Fixfase
Current Customer
562-391-2346
@fixfase.com
Soon
Namdrill
Potential Customer
562-391-2347
@namdrill.com
Soon
Saltace
Other
562-391-2348
@saltace.com
Hot
Moveplanet
Potential Customer
562-391-2349
@moveplanet.com www.moveplanet.com 6329 Velvet CloudNitta Carrefour Yuma
Followup
Finware
Potential Customer
562-391-2350
@finware.com
Upsale
Dripelectronics
Current Customer
562-391-2351
Assignee
Description
www.fixfase.com543 Senwood St New York
90456
US
https://www.linkedin.com/vsearch/c?type=companies&keywords=Fixfase&orig=GLHD&rsid=&pageKey=biz-overview-interna Robert Hendricks
www.namdrill.com 2430 Grand Corners Sucker Brook
28407
US
https://www.linkedin.com/vsearch/c?type=companies&keywords=Namdrill&orig=GLHD&rsid=&pageKey=biz-overview-intern Steve Holm
www.saltace.com1275 Harvest Beacon Hills Avenue and Dales
33247
US
https://www.linkedin.com/vsearch/c?type=companies&keywords=Saltace&orig=GLHD&rsid=&pageKey=biz-overview-interna Robert Hendricks
74482
US
https://www.linkedin.com/vsearch/c?type=companies&keywords=Moveplanet&orig=GLHD&rsid=&pageKey=biz-overview-in Steve Holm
www.finware.com1903 Quiet WillowMuenster Field, Muenster 27760
US
https://www.linkedin.com/vsearch/c?type=companies&keywords=Finware&orig=GLHD&rsid=&pageKey=biz-overview-intern Steve Holm
@driplectronics.com www.driplectronics.com 3446 Jagged Walk, Platinum Platinum, Florida 34119
US
https://www.linkedin.com/vsearch/c?type=companies&keywords=Dripelectronics&orig=GLHD&rsid=&pageKey=biz-overview Robert Hendricks
Opportunities
Copper Tip ➜
An Opportunity represents any kind of business development effort that you would like to track and move along through a process. Make sure to accurately update your expected close date. This will allow you to better forecast what your expected sales are for the end of your sales cycle.
Tag
Name
Company
Stage
Value
Close Date
Win % Status
Loss Reason
Priority
Source
Plan
Project ozerflex
ozerflex
Qualified
($
12,131)
24/03/2015
30% Open
None
High
Advertising
High
Upcoming Sells
Saltace
Follow-up
($
3,000)
09/03/2015
20% Lost
Competitor
High
Cold Call
Low
Follow up
Moveplanet
Contract Sent
($
2,000)
26/03/2015
50% Open
None
High
Advertising
Estimate
Upsale
Saltace
Follow-up
($
29,999)
27/03/2015
30% Open
None
Midium
Followup
Investment
Namdrill
Negotiation
($
10,101)
13/04/2015
60% Open
Competitor
High
Cold Call
Investment
Ongoing
Finware
Presentation
($
100,000)
06/05/2015
50% Won
None
High
Advertising
Ongoing
Contract with Fixfase
Dripelectronics
Negotiation
($
98,684)
16/07/2015
70% Lost
Competitor
Low
Other
Hot/Strategic
2nd Sales
Fixfase
Negotiation
($
25,000)
19/08/2015
30% Open
Features
High
Cold Call
Description
Settings
People / Company
Opportunities
Contact Type
Stage
Status
Source
Loss Reason
ALL
ALL
ALL
ALL
ALL
Potential Customer
Qualified
Open
Advertising
Competitor
Current Customer
Follow-up
Won
Cold Call
Features
Other
Presentation
Lost
Price
Contract Sent
Abandoned
Other
None
Negotiation
Negotiation
[1] Add any tags in this column to help you quickly identify different entries [2] See "Settings" tab