- Opportunities by Owner. This is the most frequent view that I use for pipeline meetings. Included fields are Topic, Potential Customer, Sales Stage, Est. Close Date, Proposed Date, Est. Revenue, and Owner.
- Opportunities with Proposals Due. Add fields for RFP Received and Proposal Due dates. Filter by status of RFP Received and sort by Proposal Due date. Great way for quick glance at proposals that are in the works.
- Proposed Opportunities by dollar threshold. Create a dollar threshold for what you consider to be large projects and apply it as a filter along with status of "proposed". You can also sort by value in other views, but using this view allows you to exclude smaller projects and still sort by owner.
- Opportunities by Type. We added a field to show the type of project for an opportunity. This is not a standard field in CRM but quite handy for understanding the breakdown of opportunities and useful for dashboard views as well.
From the vice president of the InfoStrat division of Serenic Software, thoughts on digital transformation, marketing automation, customer relationship management, Microsoft Dynamics 365 (formerly CRM), government contracting, customer service and more. For breaking news, follow me on Twitter @jamestownsend and for more depth see the InfoStrat website at www.infostrat.com