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Informes de ingresos del equipo de ventas

Introducción

Hay varios informes de ventas (CRM> Informes> Ventas) que le ayudarán a ver la cantidad de ingresos que su equipo de ventas directas ha generado y pronosticar ingresos futuros. Los informes de ingresos se basan en el valor de los intereses de los productos registrados en los registros de oportunidad y / o pedidos colocados desde una oportunidad a través de un vínculo Comprar ahora o del método Crear un pedido.

Instrucciones paso a paso

1 - Oportunidad Revenue Forecast

El informe de pronóstico de ingresos de oportunidad divide los ingresos de su canalización de ventas activas en una base por representante dentro de un intervalo de fechas específico.
Los ingresos potenciales se incluyen en este informe si:

- El representante de ventas registró los intereses del cliente potencial en la pestaña de programa de producto / suscripción de un registro de oportunidad.
- El representante de ventas se compromete con el pronóstico de fecha de cierre en el registro de oportunidades.
- Si se asocia una probabilidad cercana a cada etapa de ventas, este informe también calculará un ingreso ponderado (ingreso ponderado = probabilidad de pronóstico de ingresos x etapa). Los ingresos ponderados generalmente son más precisos, siempre y cuando sus probabilidades sean una representación cercana de la realidad.

Puede filtrar este informe según la fecha de cierre estimada, el usuario y el estado de confirmación.

2 - Informe de Ventas de Oportunidad

El informe de ventas de oportunidad muestra la cantidad de ingresos generados por su equipo de ventas directas a través de registros de oportunidades. Le mostrará los mejores resultados en su equipo de ventas basado en el número de ofertas, los ingresos totales y los ingresos promedio por acuerdo. También totaliza estos números para todos los representantes de ventas que incluye en este informe. Puede filtrar el informe de ventas de oportunidad por fecha de cierre o por usuario.

3 - Resumen del Oleoducto de Oportunidades

El informe de resumen de oportunidades ofrece una visión general de las cantidades de ingresos por etapa del embudo y un promedio consolidado de días para todas las oportunidades que han estado en esa etapa. Puede ayudarle a evaluar posibles cuellos de botella en su canalización de ventas (por ejemplo, las etapas en las que los acuerdos se estancan y los ingresos pueden retrasarse) para que pueda refinar su proceso de ventas para insertar procesos automatizados de marketing adicional o activar tareas para recordar a los representantes de ventas. Este informe también puede incluir ingresos ponderados, basados en las probabilidades asociadas con las etapas de su canalización.
Haga clic en un número para ver los detalles sobre las oportunidades que se encuentran actualmente en esa etapa.

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