How do I use the Milestones report?
How do I use the ROI report?
How do I use the Opportunities List?
How do I use the Opportunities Dashboard?
How do I use the Opportunities report?
How do I track total sales based on premium?
How do I track the most and least successful lead sources?
How do I track sales closed by each sales rep?
How do I track sales for each product or service?
How do I track the top reasons sales aren't closing (Opportunity Lost Reasons)?
The ROI report shows your return on investment for a particular folder in Blitz. This includes total number of sales, cost of leads, and revenue for each product or service (Opportunity category). The data on this report is generated based on the Opportunities added on sold leads, and the average cost per lead. The average cost per lead can be added in Administration > Folders and Settings by clicking the edit pencil next to the folder.
- Navigate to Administration > Reports, and click on Campaign ROI.
- Select a Folder and date range, and choose an option for displaying recurring revenue.
- Click Generate Report.
- To Export, click the Excel icon located in the dark blue bar.
How do I use the Opportunities List?
The Opportunities list is a list of all Opportunities added to Blitz. It can be filtered, sorted, and grouped based on any criteria to find the necessary information. To Export, click the Excel icon located in the dark blue bar.
Click on the graphs icon at the top of the report to view bar graphs that measure:
- Total value of pending, won, and lost Opportunities
- Total value of won Opportunities compared by Category (Policy type, product, or service)
- Total value of lost Opportunities compared by Lost Reasons
- Total value of won Opportunities compared by assigned user
- Total value of won Opportunities compared by source
You also now have simpler dropdowns to filter the data. This can be found on the left sidebar.
How do I use the Opportunities Dashboard?
In the new Opportunities menu, you’ll find:
- Dashboards: The Opportunities Dashboard is a feature that provides a visual breakdown of opportunities based on a date range, and where the lead is in the sales process. Each dashboard displays the same information that was available on the “My Blitz” page in the old user interface, but shown in a more visual and interactive way to view your quote and sales data.
- Opportunities Lists: The list of all Opportunities is broken down by the Opportunity Status (Won, Lost, Pending) to find and view Opportunities easier.
Opportunities Dashboards:
There are 5 dashboards available:
- Won: Opportunities marked Won
- Lost: Opportunities marked Lost
- Pipeline: Opportunities currently in the pending status
- Backlog: Opportunities that were estimated to close in the past or are missing an Estimated Close Date.
- Projections: Opportunities that are estimated to close between 2 certain dates
Accessing the dashboard from the Admin menu will show an overview of all opportunities in your account. This allows you to watch your company sales pipeline, projections, and the deals you won and lost. Accessing the dashboard from the User menu displays your assigned opportunities, so you can better track your progress with quotes and sales.
You also have the ability to search by status using the drop down option once in the Opportunity Dashboard:
Each dashboard provides bar graphs broken down by the following:
- Opportunities by Month
- Opportunities by User
- Opportunities by Category
- Opportunities by Lead Source
Each section is further broken down by billing cycle (one time, annual etc.). There will be a different colored bar on the graph for each billing type.
In the image above, showing Won Opportunities for the account, you can see up to date reporting of where your business stands in terms of revenue. The new opportunities menu not only gives you the ability to see your totals in real time but it also allows you to run simple reports monthly, or in the past.
By Clicking on a bar within a graph, the list of opportunities associated with that data will open to show the details and leads they are associated with:
How do I track total sales based on premium?
Navigate to the Opportunities Dashboard. Administration > Opportunities Dashboard. In the top left-hand corner of your screen, you will notice 2 drop downs and a date range selection. Ensure that "Account Overview" and "Won" are selected then select your desired date range. Your total sales based on premium will be displayed in the the "Revenue's Won" Box.
To find total sales, view the "Opportunity Status" graph. The "Won" bar displays your total sales. You can narrow this information down by using the filter dropdowns on the left sidebar.
How do I track the most and least successful lead sources?
You'll want to use the Opportunities Dashboard feature to view each lead's sources success. If you are NOT using opportunities, you can run the Milestone Report to see these results.
To find Won Leads by source with the Opportunities Dashboard:
- Go to "Opportunities" and in the "Opportunities Dashboard" section click on "Won"
- Once there, adjust the date range at the top to find the range you are looking for.
- Now you can scroll down to the section that is labeled "Won By Lead Source."
- This will show you how many Won Opportunities in each source you have.
To find Leads Won by source with the Milestone Report:
- Go to Administration > Reports
- Click on the "Milestone Report"
- Select your date range at the top left and click "Generate Report"
- Click "Show Filter Options" and underneath the "Milestone" Column type the word "Sold" then click the funnel and click "Contains."
- Using the graphs at the top you can see the one labeled "Lead Sources."
- This will show you how many leads were Moved to the Sold Milestone in that date range.
How do I track sales closed by each sales rep?
You'll want to use the Opportunities Dashboard feature to view each User's success. If you are NOT using opportunities, you can run the Milestone Report to see these results.
To find Each users Won Leads by source with the Opportunities Dashboard:
- Go to "Opportunities" and in the "Opportunities Dashboard" section click on "Won"
- Once there, adjust the date range at the top to find the range you are looking for.
- Now you can scroll down to the section that is labeled "Won By User"
- This will show you how many Won Opportunities each user has for that date range.
To find Leads Won by User with the Milestone Report:
- Go to Administration > Reports
- Click on the "Milestone Report"
- Select your date range at the top left and click "Generate Report"
- Click "Show Filter Options" and underneath the "Milestone" Column type the word "Sold" then click the funnel and click "Contains."
- Using the graphs at the top you can see the one labeled "Users."
- This will show you how many leads were Moved to the Sold Milestone by each user in that date range.
How do I track sales for each product or service?
You'll want to use the Opportunities Dashboard feature to view each Opportunity Category's success To find this report:
- Go to "Opportunities" and in the "Opportunities Dashboard" section click on "Won"
- Once there, adjust the date range at the top to find the range you are looking for.
- Now you can scroll down to the section that is labeled "Won By Category"
- This will show you how many Won Opportunities there are for each Category in that date range.
How do I track the top reasons sales aren't closing (Opportunity Lost Reasons)?
When an Opportunity is marked Lost, users will be prompted to choose a reason (i.e. Cost). Based on this data, you can track the top objections your sales team is receiving when attempting to close a sale.
Not seeing the prompt? Make sure you have Opportunity Lost Reasons set up. Click here for more information.
To track lost reasons:
- Go to "Opportunities" and in the "Opportunities Dashboard" section click on "Lost"
- Once there, adjust the date range at the top to find the range you are looking for.
- Now you can scroll down to the section that is labeled "Lost By Loss Reason"
- This will show you how many Lost Opportunities there are for each reason in that date range.
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