Page 2 - Participant Guide - Unanet CRM TrackingAnalyzingData (SDL)

TABLE OF CONTENTS

Table of Contents ....................................................................................... 1
ABOUT THIS PARTICIPANT GUIDE .......................................................... 3

COURSE INTRODUCTION ......................................................................... 4

Learning Objectives .................................................................................................. 4

Roles & Access .......................................................................................................... 4
Lesson 1: Track Personal Progress ......................................................... 5

Learning Objectives .................................................................................................. 5
Introduction ................................................................................................................ 5

View Upcoming Potential Projects ........................................................................... 5
Opportunity Pipeline Widget ..................................................................................... 5

Activity 1.1 – How can I visualize my pipeline from my dashboard? ........................ 5
Opportunity Grid: My Pipeline .................................................................................. 6

Activity 1.2 – How can I visualize my pipeline from the Opportunity Grid? ............... 6
Top Deals Widget ..................................................................................................... 7

Activity 1.3 – How can I see the top Opportunities I'm working on? ......................... 7
Track Sales Goals ...................................................................................................... 8

Activity 1.4 – How can I evaluate my personal progress toward my sales goals? .... 8
Lesson 2: Track Firm Progress .............................................................. 10

Learning Objectives ................................................................................................ 10

Introduction .............................................................................................................. 10
Access Public Dashboards ..................................................................................... 10

Activity 2.1 – How can I get my homepage to have the Firmwide Public Dashboard? .... 10
Track Sales ............................................................................................................... 11
Sales vs Goal Widget ............................................................................................. 11

Activity 2.2 – How can I evaluate my team's progress towards goals? .................. 11

Sales vs Goal Over Time Widget ........................................................................... 12
Activity 2.3 – How can I monitor my firm's ability to achieve our sales goal? ......... 12
Hit Rate and Win Rate Widgets .............................................................................. 13

Activity 2.4 – How can I track my firm's win rate by office? .................................... 13
Opportunity Summary Widget ................................................................................ 13

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Table of Contents