Page 6 - Participant Guide - Unanet CRM TrackingAnalyzingData (SDL)

LESSON 1: TRACK PERSONAL PROGRESS

Learning Objectives

Track personal progress
• View upcoming potential projects
• Track sales goals

Introduction

Business Developers use dashboards and widgets that are relevant to their work, which
includes viewing up-and-coming work, their projects and related details, personal goals
and targets, and keeping a healthy pipeline.

The following activities highlight use cases that a Business Developer will commonly
encounter.

View Upcoming Potential Projects

Having insight into existing and upcoming projects is paramount for success as a
Business Developer. There are a few ways to access and display projects that will be
handy to review on a regular basis.

Opportunity Pipeline Widget
This widget allows you to create a pipeline funnel diagram that groups Opportunities by
stage to quickly display how many Opportunities are at the different stages along with
other important grouped details that are easily configurable.

Activity 1.1 – How can I visualize my pipeline from my
dashboard?

Activity Steps on Web App
1. From your home page, click Dashboard Settings in the upper-right of a
dashboard
2. Scroll down the Dashboard Items list
3. Click the + next to Opportunity Pipeline
4. Close the Settings pop-up window
5. On the new widget click the gear icon to configure
a. Update widget settings
i. Title: My Pipeline

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Lesson 1: Track Personal Progress