Pipeline
KPI Pipeline
Introduction
The main function of our KPI Pipeline is to track your sales progress. You may ask what does KPI stands for? KPI is the short form for Key Performance Index.
Creating a Board and Stage
Once you click on Pipeline, you will be able to view a page like below. You will be able to view all your KPI boards that you have created on the top and if you are a member of another board, it will be shown in the Shared Board located below My Board.
There are four fields that you are required to fill in.
Board Name
Goal : Your monthly goal
Average Case Size : The average value of each deal.
Reset Interval : Optional to reset the deal won and deal lost to reset the board based on monthly, quarterly, half yearly or yearly.
Once you have filled up these fields, click on the Save button and your new board has been created.
When you create new stages or import template for the board, you can update the conversion ratio which is highlighted in a red box to the value that suits your use case. If you are unsure what is your conversion ratio, you can either estimate it or leave it as 100%. Our system is able to help calculate your monthly conversion. If you want to know how, check it out here.
How Reset Interval Works
Invite Team Member into Board
Import Ready-made Template
If you are in a default board as shown below or you are in a board that you newly create, you will be able to find the highlighted Import Template button at the top right corner. When you click on the button, you will be able to view a number of templates that we have provided. If the template is not suitable for your use case, you can edit the naming after you have imported or either you can add the stages manually.
Create New Deal
Step 1 : Click on the Add button located at the bottom of the stage.
Step 2 : Type in your deal name
Step 3 : You may link the deal to an existing contact or a newly created contact
Step 4 : Click on the newly created deal
Step 5: Feel free to add in description, due date, checklist, touchpoints, comments, notes or labels.
To shift the deal from one stage to another, you can either click on the Move Deal button below the Labels or drag and drop the deal in the board view.
The deal activities can be found below the Deal Attachments. It will capture the board movement from one stage to another, when a contact has been added or removed from the deal, when a touchpoint was added to the deal and many more other informations.
Closed a Deal
If you move the deal to final stage, you will be prompted to confirm amount of the deal. If the value is correct, you may click on the Submit button or else you can fill in the correct amount. Once done, you have successfully closed the deal.
View Deal Setting
By default, when you click on the three dot on the right of the Save Changes button, you will be able to view the option to Duplicate Deal, Unwatch and Copy Link. If a contact is added into the deal, you will be able to view the Link Product option.
Duplicate Deal
You can choose the information that you would like to duplicate and the quantity of how many copies you want to duplicate. Once you have selected the information and determine the number of copies that you would like to duplicate, click on Duplicate Deal. The duplicated deal will be shown below the original deal.
Link Product
Here, you may view the products that you have previously linked at the deal. Do note that the product purchased or logged is only viewable in the product module.
How to link the product to the deal?
The steps are shown below:
Step 1 : Click on + Link Product to add the product
Step 2 : Fill in the following details.
Once you have selected the product that you want to link to the product, you will be able to view the others fields as below.
For the discount type, you may select either percentage, amount or if there is no discount applied, you may just leave it as it is.
The trigger purchase can be either instantly or on deal won. If you chose instantly, the product purchase will be logged in the product module upon saving. Meanwhile if you chose on deal won, the purchase of the product will only be logged when the deal is moved to the final stage/deal won. You may also include any remarks if you have any.
Step 3 : Click on Save.
Then your product has been linked to the deal.
Unwatch/Watch
If you are watching the deal, you can unwatch the deal by clicking on the Unwatch option and vice verse. How to know if you are watching the deal? If the option shows Unwatch, it means that you are watching the deal and if it shows Watch, it means that you are not watching the deal.
Copy Link
If you want to give your organisation user the deal quickly or instantly without them needing to search for it, you may click on Copy Link and pass the link to the user.
View Board Setting
When you click on the three dot on the top right of the board, you will be able to view the option for setting, to archive the board and to delete the board. Here, we will focus on the setting.
In the setting, you will be able to configure your broad privacy, contact privacy, notification setting, currency setting, leaderboard setting, and reset setting. Reset setting is the same as reset interval to reset the deal won and deal lost to reset the board based on monthly, quarterly, half yearly or yearly. You may watch the video at the More Info section to know more about reset interval.
In addition, you may also duplicate the board, add tagging to the board and link the board to a company. One of the special feature of the setting is to send email notification to the selected users when the deal is won. Example you are a user and owner of the board and you would like to notify your organisation admin that the deal has been moved to deal won, you may use this feature and select your organisation admin.
How to Set your Board Currency
Configuring Checklist Template
At the overview, you will be able to view a button labeled Checklist Template located at the upper right of the page.
Upon clicking on the Checklist Template, you will be able to view a list of checklists that are created by either you or your organisation members. You can also create your checklist template here. Do note that your checklist can be used by your organisation members.
When you click on the template name, you will be able to edit the checklist name and checklist item.
Monthly conversion
When you are in a board, head over to the three dot on the top right of the page to view your monthly conversion. You can see a list of conversion if your board is created more than one month ago.
When you click on the conversion month of your choice, you will be able to view the following information as shown below. In the red highlighted box, the bar on the left represents the conversion ratio while the right of it shows the initial stage to the next stage. From the percentage, you may take note of it and paste in the board's conversion ratio.
Task Manager
The main function of our task manager is allow your organisation users to work together to solve a task or project using a collaborative management tool.
Create task board
Enter the board name and click on the Save button.
Add Member into Board
Step 1 : Click on a board
Step 2: Click on the Member button located at the upper right of the page
Step 3 : Click on the Add more member button below your list of members
Step 4: Select the member that you want to add to the board
Add Deal to a Board
Step 1 : Click on the board that you want to add the deal
Step 2 : Click on the Add button on the bottom of the stage
Step 3 : Type in the deal name and click on the Save button
Step 4 : It is optional to add in details into the board.
The following are details of the board where you are able to add in due date, deal description, labels, checklist, touchpoint, attachment and comment. You may also link your existing contact to the deal or add a new contact to link to the deal. In addition, you may add in team members into the deal. Do make sure to click on the Save Changes button to save the edits that you have done.
To move your deal, you may click on the Move Deal button in the deal or you may drag and drop the deal into the stage that you want to move the deal to.
View Deal Setting
When you click on the three vertical dot located on the right of the Save Changes button, by default there will be four options which are Duplicate Deal, Link Product, Unwatch/Watch and Copy Link. If you have added a contact to the deal, the option to Link Product will be available.
Duplicate Deal
You can choose the information that you would like to duplicate and the quantity of how many copies you want to duplicate. Once you have selected the information and determine how many quantity of coppies that you would like to duplicate, click on Duplicate Deal. The duplicated deal will be shown below the original deal.
Link Product
Here, you may view the products that you have previously linked at the deal. Do note that the product purchased or logged is only viewable in the product module.
How to link the product to the deal?
The steps are shown below:
Step 1 : Click on + Link Product to add the product
Step 2 : Fill in the following details.
Once you have selected the product that you want to link to the product, you will be able to view the others fields as below.
For the discount type, you may select either percentage, amount or if there is no discount applied, you may just leave it as it is.
The trigger purchase can be either instantly or on deal won. If you chose instantly, the product purchase will be logged in the product module upon saving. Meanwhile if you chose on deal won, the purchase of the product will only be logged when the deal is moved to the final stage/deal won. You may also include any remarks if you have any.
Step 3 : Click on Save.
Then you product has been linked to the deal.
Unwatch/Watch
If you are watching the deal, you can unwatch the deal by clicking on the Unwatch option and vice verse. How to know if you are watching the deal? If the option shows Unwatch, it means that you are watching the deal and if it shows Watch, it means that you are not watching the deal.
Copy Link
If you want to give your organisation user that deal quickly or instantly without them needed to search for it, you may click on Copy Link and pass the link to the user.
Task Manager Board Setting
When you click on the three dot at the top right of the board, you will be able to view a setting pop up as shown below. The setting is similar to the KPI Pipeline board. At the setting, you are able to configure the board privacy, contact privacy, notification and currency. In addition, you can duplicate the board together with the deals in it.
Statistics
Here, you will be able to select a board and its date interval to generate a summary of the board within the date range. If you are an admin of the organisation, you will be able to view all the board owned by your organisation members. However, if you are an admin, you will be able to view the boards you created and the boards that you are a member of.
For an easier view of the summaries, I will split the summaries into five parts.
Part 1: Short Summaries
We have extracted eight short summaries from the board to be displayed. The summaries are longest deal closed duration, shortest deal closed duration, sales generated, number of deals added, number of deals won, number of deals lost, highest deal closed value and lowest deal closed value.
Part 2: Deals in Stages and Deal Won Breakdown
The left section for deals in stages displays the number of deals in its respective stages. In contrast, the right section is for the deal won breakdown but it is in working progress.
Part 3: Deal Duration
It shows how long has the deal been in the stage
Part 4: Conversion Rate
Conversion rate from one stage to the next stage from start date to end date.
Part 5: Touchpoint Activities
The touchpoint that you have added in the deal will be shown here.
Group Report
With our group report function, you will be able to see a summary of how many deals were successfully closed and the total value of the deals that were closed within the date range that you specified.
Our group report has three types of view.
Users View : Report generated for each user
Companies View : Report generated based on the companies linked to the board
Group of Companies View : Report generated based on the group linked to the board
For all three categories stated above, you are able to set the start date and end date for the time range to display the report.
Users View
In this view, you will be able to view all your organisation users and admin.
Both admins and users are able to view all the member's performance. When you click on a user's name, you will be able to view their board, total value closed and total deal closed. In one glance, you will be able to view which user has contributed how much.
Companies View
In order to generate the report according to the company, you will need to link the board to the company at the board setting. Each board can be linked to one company. If the company is linked to multiple boards, you will be able to view all the board that it is linked when you click on the company's name in the companies view.
Group of Companies View
This view works similarly like Companies View where you will need to ensure your board is linked to a company. However, instead of showing individual companies, it shows the group of board that you have created in the Contact Company sub-module and its companies in under the group. The companies breakdown based on the group can be seen in the image below.
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