With this additional feature, you can analyze the amount of your active sales opportunities directly in Vertec and make your pipeline planable and controllable. The feature provides predefined BI measures and views that classify opportunities by time and compress them by salesperson or customer. By weighting by probability of closing, you get realistic forecasts and focus your sales on the most effective deals. The data is automatically recalculated and is consistently available in controlling and sales. This allows you to make decisions based on reliable, comparable measures.
Transparent pipeline: Amount and weighted amount of your active opportunities over time
Targeted sales management: evaluations by salesperson and by customer
Realistic forecasts: taking into account the probability of closure per opportunity
How it works
Functionality and fields of application
The additional feature provides BI measures and BI views that you can use to evaluate active opportunities. Only opportunities with a planned closing date and a maintained customer or project are considered. In addition to an overall overview, condensed views by salesperson and customer are available; optionally, the weighted amount is shown based on the maintained probability per opportunity. This allows you to assess pipeline quality, forecast accuracy and individual sales performance.
Calculation and updating of data
The recalculation of the BI data takes place either automatically via a scheduled task (e.g. overnight) or can be initiated manually. This means that you always have up-to-date key current measures for evaluations in the folders Sales and Control controlling BI folders.
Available BI Views
Active Opportunities
Shows all active opportunities with planned completion and associated customer/project over time.
Usage: Overview of pipeline size and timing of expected closures.
Active opportunities by salesperson
Aggregation per responsible salesperson.
The “weighted amount” view considers the probability of closing for realistic forecasts.
Use: Assessment of individual sales performance and capacity focus.
Active opportunities by customer
Aggregation per customer.
“Weighted amount” view for prioritized customer processing and account planning.
Use: Identification of strategically important customers and expected revenue contributions.
Available BI measures
Opportunities amount: Sum of the amounts of active opportunities.
Opportunity weighted amount: sum of the amounts considering the probability of closing.
Yes, in Vertec you can use the feature opportunities on contact/company or project/project phase level to create and evaluate sales phases with amount, probability and date.
Just how it should be: When the order situation is good, many projects are active at the same time while staff works under full load. Correct? A well-working resource planning of your team across all the projects is a prerequisite for efficient and successful project management.
Soon it will be vacation time. But, what projects are Mrs. Feller and Mr. Keller actually working on at the moment and in the coming months?
And wait, do they still have capacity left for a number of tasks that have come up with the onboarding of the recent new customers? Who would actually be available for substitution, if one of them falls ill?
Plan your resources in the best possible way
With Vertec, you get answers to important questions like these right at the touch of a button, while ensuring optimal personnel management. Plan your employees ahead on projects and have availability and overload all at a glance in Vertec.
