To facilitate the new Sales Select module we’ve been working on a number of reports. As time goes more and more of these reports will be released. These reports are meant to give you an insight in your past sales accomplishments as well as your future plans. As always, these reports are purely based on the data you put into OTYS Go!. The more data you enter, the cleaner your reports.
All reports below can be created by using the Linked table: Sales Select. Good to know: You might see a number of names of individual reports that have not been described here yet, and are not loading in. These reports are currently in development at OTYS, and will be released asap. Once they have been released we will add information on these reports on this page.
Reasons for won opportunities
In the Sales select setting ‘Sales Select - Setting lists‘, ‘GE366’ you can set multiple reasons for why you won a certain sales opportunity. These reasons will be selected when you set an opportunity to the status ‘Won’. In this report, you can see how many sales were won for which reason over a certain period of time. ‘‘Detail click through’’ is not available for this report. Filtering on relations, vacancies, and businesstypes has been added to this report to show you exactly what you need to know.
Reasons for lost opportunities
In the Sales select setting ‘Sales Select - Setting lists‘, ‘GE366’ you can set multiple reasons for why you lost a certain sales opportunity. These reasons will be selected when you set an opportunity to the status ‘Lost’. In this report, you can see how many sales were lost for which reason over a certain period of time. ‘‘Detail click through’’ is not available for this report. Filtering on relations, vacancies, and businesstypes has been added to this report to show you exactly what you need to know.
Lead times per stage
In the Sales select setting ‘Sales Select - Setting lists‘, ‘GE366’ you can set multiple stages. These stages form your sales pipeline, and give you the ability to trigger workflows or set the opportunity to won/lost. In this report you can see how long each stage took on average over a certain period of time. This way you get an insight of where your bottleneck sits when it comes to closing deals faster. This information is displayed in a simple number that represents days. So, if the number that’s shown in the ‘new lead’ shows ‘‘6,5’’, then it has taken you and your colleagues, on average, 6 and a half days to make first contact/set the opportunity to a different stage since creating it. Click throughs are available for this report, showing you per sales opportunity how long this particular stage took.
Filtering on relations, vacancies, and businesstypes has been added to this report to show you exactly what you need to know. You can also filter on stages so you can focus in on a select part of your pipeline.
Source of the opportunity
In the Sales select setting ‘Sales Select - Setting lists‘, ‘GE366’ you can set multiple sources. These sources will help you determine how you got an opportunity in the first place, but are most interesting when looking at reports. We’ve created a report that shows you the amount you’ve lost vs. the amount you’ve won over a certain period of time per source. This way you can see which sources not only yield the most opportunities, but also how large these opportunities are, and how much each source brings in on average. This report can help you get an insight on the quality of your sources. ‘‘Detail click through’’ is available for this report. Filtering on relations, vacancies, and businesstypes has been added to this report to show you exactly what you need to know.
Per consultant standard report + targets
Your sales opportunities will always have an owner. This is either the person responsible for getting the lead in the first place, but most often it is the ‘owner’ of the lead/sales process for this opportunity. By looking at closed and won sales opportunities and splitting over your users based on the owner of the opportunity, you can get an insight into how well your team has been doing. You can select the usual filters when it comes to ‘per consultant’ reports, viewing teams or individual users. Next to that, you can also set up targets over this report/these users. You can find more information on target reports here. ‘‘Detail click through’’ is available for this report. Filtering on relations, vacancies, and businesstypes has been added to this report to show you exactly what you need to know.