The manager’s guide

As operations manager you read the customers, the opportunities and the reports of your region or country. You change nothing: a view, not a pen.

The pipeline

The pipeline board

Opportunities opens on the board: every open opportunity in a lane by stage, with its value, owner and due date. The table and the cards show the same with filters and search; Export CSV gives the list as a file. An opportunity opens to its water data, activities, proposal and files.

Proposals and documents

Proposals lists every proposal you can see, with its status, version and value. Documents lists every issued file, by customer, reference or date.

Reports

The reports

Reports over the opportunities you can see, filtered by region, country, owner and period:

  • Pipeline: open and weighted value by stage, and the largest open proposals.

  • Win rate: won against lost, and why proposals were lost.

  • Discounts and approvals: how many requests, how fast and with what outcome.

  • Value by region and owner.

Download PDF prints the report for a meeting; each table has its CSV. See Reports.