What is
a
Top Sales Opportunities KPI Report
? Top opportunity reports are considered pipeline analysis tools and are often used by sales managers and account executives to get a snapshot of the top deals that the sales team is working on. Some of the key functionality in this type of report is that it provides a ranked lists of the top (here: Top 50) active opportunities. The prospects are listed down the rows and the columns show key information like estimated revenue, close date, probability, last updated date, days in pipeline and sales person. In green on the top of the report the opportunities are automatically counted and put into Small, Medium and Large categories. The bottom of the report has totals for the two revenue columns. You find an example of this type of report below.
Purpose of
Top Opportunities Reports Companies use Top Opportunities Reports to put attention to their most important deals and also to, at any time, get an estimate of the potential revenue from their best opportunities. When used as part of good business practices in a Sales Department, a company can improve its ability to track and support its top opportunities and thus improve forecasting and increase sales as well as reduce the chances that deals are lost due to lack of pipeline visibility.
Top Opportunities Report
Example Here is an example of a Top 50 Opportunity Report with KPIs. [caption id="" align="alignnone" width="2233"]
Top Sales Opportunities KPI Report Example[/caption] You can find hundreds of additional examples
here
Who Uses This Type of
Report
? The typical users of this type of report are: Sales managers, account executives.
Other
Report
s Often Used in Conjunction with
Top Opportunities Reports Progressive Sales Department Departments sometimes use several different Top Opportunities Reports, along with detailed lead and opportunity reports, win-loss reports, CRM dashboards, sales dashboards, sales reports, sales forecasts and other management and control tools.
Where Does the Data for Analysis Originate From? The Actual (historical transactions) data typically comes from CRM and enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Dynamics 365 (CRM), Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite, Salesforce and others. In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.
What Tools are Typically used for Reporting, Planning and Dashboards? Examples of business software used with the data and ERPs mentioned above are:
Top Sales Opportunities KPI Report Example[/caption] You can find hundreds of additional examples
here
Who Uses This Type of
Report
? The typical users of this type of report are: Sales managers, account executives.
Other
Report
s Often Used in Conjunction with
Top Opportunities Reports Progressive Sales Department Departments sometimes use several different Top Opportunities Reports, along with detailed lead and opportunity reports, win-loss reports, CRM dashboards, sales dashboards, sales reports, sales forecasts and other management and control tools.
Where Does the Data for Analysis Originate From? The Actual (historical transactions) data typically comes from CRM and enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Dynamics 365 (CRM), Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite, Salesforce and others. In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.
What Tools are Typically used for Reporting, Planning and Dashboards? Examples of business software used with the data and ERPs mentioned above are:
- Native ERP report writers and query tools
- Spreadsheets (for example Microsoft Excel)
- Corporate Performance Management (CPM) tools (for example Solver)
- Dashboards (for example Microsoft Power BI and Tableau)
- View 100’s of reporting, consolidations, planning, budgeting, forecasting and dashboard examples here
- See how reports are designed in a modern report writer using a cloud-connected Excel add-in writer
- Discover how the Solver CPM solution delivers financial and operational reporting
- Discover how the Solver CPM solution delivers planning, budgeting and forecasting
- Watch demo videos of reporting, planning and dashboards
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