Charts and Reports are used to display information about your ongoing and completed sales opportunities, and the activities associated with them.
Charts can be accessed by clicking the ellipsis ( ⋮ ) on your Opportunities App and selecting Charts.
Using the chart screen
When you click Charts, this is an example of what you might see (your charts will depend on the data in your Method:CRM account).
By default, the data displayed is for all users currently assigned opportunities in your Method:CRM account. However, you can switch to a display of a single user by clicking Specific User and selecting one from the list.
However, in order to show a range of data, the screenshots of these sections will stick with the Shared view.
You can also filter your charts to reflect data in a given date range:
Charts provide a visual representation of values. If you want to see an exact number, you can hover your cursor over the applicable part of the chart:
If you click on these parts of the chart, Method:CRM opens a list at the bottom of the screen, displaying all opportunities or activities associated with that value.
For each record, the Opportunity lists display:
- Opportunity number
- Close date
- User assigned to / Opportunity name / Opportunity stage
- Contact / Company
- Opportunity amount
- Pipeline amount
- Last / Next scheduled activities
- Next Step
Clicking individual opportunities opens the New / Edit screen for opportunities.
What is the pipeline amount?
You will notice opportunities that are not yet closed are valued in the charts by pipeline amount. The pipeline amount represents the amount of potential revenue your opportunity is worth, depending where it is in the pipeline.
An opportunity is initially assigned an amount that reflects how much actual revenue the opportunity is worth if it's won.
- E.g. if a prospective customer is interested in installing a deck, and your company charges $1,000 for that service, the actual revenue that opportunity is worth is $1,000.
The pipeline amount is calculated by applying the probability percentage of the current stage to the actual revenue.
- E.g. if the actual revenue for the deck installation is $1,000 and your opportunity is in the Prospecting stage (probability percentage 10%), the pipeline amount for that opportunity is $100.
Now that you understand how the charts screen works, let's take a look at the charts themselves. The charts screen is divided into three separate sections: