Composition of configuration Deals management

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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


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