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.
Who Uses This Type of Report? The typical users of this type of report are: Sales managers, account executives. Other Reports 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)
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TAGS: Reporting, Consolidation, Forecasting, Budgeting, CRM, CPM, KPIs, ERP, Dashboards, Financial Reporting, Template Library