Composition of configuration Deals management
From Planfix
| Object type | Title | Specification |
|---|---|---|
| Planner | Deals management | The basiс operating tool of a manager. Shows the actual state of active deals and enables to work with them (plan activity, change statuses, finish, etc.) |
| Process | Deal | Includes list of statuses, passed by the deal during its life cycle, and rules of transition between them |
| Tasks template | Deal | Is used to create deals tasks |
| Tasks template | Deal activity | Is used for creating sub-tasks, that allow planning activity for successful completion of the deals tasks |
| Task field | Budget | Is used in the “Deal” task template |
| Task field | Deal closed | Is used in the “Deal” task template |
| Task field | Type of event | Is used in the “Deal activity” task template |
| Tasks filter | Active deals | Filter for selection of active deals |
| Report | Sales funnel: active deals | Shows quantity and sum of the deals in progress, in the context of stages (statuses) |
| Report | Sales funnel: analysis for the period | Shows quantity, sum and average budget of deals at each stage of the funnel, and also total and average time spent for the deals at each stage |
| Report | Failures funnel: analysis for the period | Shows quantity, sum and an average budget of deals by the stages, where the failure happened. It also shows total and average time spent for the deals at the stage preceding failure |
| Report | Successful deals in this month | Show quantity and the sum of the deals, successfully completed during the current month, in the context of managers. |
| Report | Volume of successful deals in the context of clients | Shows successful deals for all the time of work: quantity, sum and average sum in the context of clients |
| Report | Volume of successful deals in the context of managers | Shows successful deals for all the time of work: quantity, sum and average sum in the context of managers |
| Report | Work of managers on deals during the current month | Summary of the current work of managers, in the context of performed activities (meetings, calls, etc.) |
| Report | Efficiency of the manager | Shows summary statistics for finished deals of the manager, and counts parameters of manager’s efficiency, basing on this information |