Sales Opportunities Tiles Chandan Sharma

Accounts >> Opportunities Account-Opportunity structure is as follows: An account (sales account) has n-opportunities. Opportunities has different parameters like: Probability of Securing an Opportunity (Closing the deal) = P Stage Name : stage in which the opportunity lies Amount is amount of revenue associated with a sales opportunity = Amount Expected Revenue of each opportunity = Amount * P Then total amount of for an account = Summation of n Amounts Total expected Revenue of an account = Summation of n Expected Revenues

Account-Opportunity structure is as follows:

An account (sales account) has n-opportunities. Opportunities has different parameters like:

Probability of Securing an Opportunity (Closing the deal) = P

Stage Name : stage in which the opportunity lies

Amount is amount of revenue associated with a sales opportunity = Amount

Expected Revenue of each opportunity = Amount * P

Then total amount of for an account = Summation of n Amounts

Total expected Revenue of an account = Summation of n Expected Revenues

Opportunity Pipeline Tile

Opportunity Pipeline Tile A bubble represents an Opportunity Account Details for the account in which the selected opportunity lies Opportunity Details for selected opportunity Reset button reloads the data

Opportunity Pipeline Tile Stand Alone Features Direct Manipulation of Stages and Probability by dragging around the bubbles in the chart. Zoom in – Zoom out Component ‘ Zoom in’ a particular point by double clicking in the chart Panning in the chart by ‘click and drag’ Opportunity Name on bubble ‘Roll-over’ ‘ On-select’ bubble (highlighted/dark bubble) the panel below gets the data.

Stand Alone Features

Direct Manipulation of Stages and Probability by dragging around the bubbles in the chart.

Zoom in – Zoom out Component

‘ Zoom in’ a particular point by double clicking in the chart

Panning in the chart by ‘click and drag’

Opportunity Name on bubble ‘Roll-over’

‘ On-select’ bubble (highlighted/dark bubble) the panel below gets the data.

Opportunity Pipeline Tile Inter Tile Communication Features On selecting an account in another tiles all the opportunities in Pipeline tile gets highlighted Account Summary Panel get expanded when an account in another tile is selected showing all the account details (opportunity wise) in Pipeline Tile When a particular bubble is selected then that particular opportunity would be highlighted in Opportunity List Tile * Inter-Tile Communication works only in the Genesis Build inside a workspace container and it requires parental (client) authorization to talk with other tiles as a security feature.

Inter Tile Communication Features

On selecting an account in another tiles all the opportunities in Pipeline tile gets highlighted

Account Summary Panel get expanded when an account in another tile is selected showing all the account details (opportunity wise) in Pipeline Tile

When a particular bubble is selected then that particular opportunity would be highlighted in Opportunity List Tile

* Inter-Tile Communication works only in the Genesis Build inside a workspace container and it requires parental (client) authorization to talk with other tiles as a security feature.

Opportunity List Tile Toggle button bar to shift between hierarchical account-opportunity view to opportunity list view Account as parent Opportunities as children On selecting an account in this view will highlight all the bubbles (opportunities) falling under this account in the Pipeline viz. Also selecting an opportunity (single click) will highlight the respective bubble in the pipeline. Double Clicking an opportunity will drill down to opportunity-details view Account -opportunity hierarchical view

Opportunity List Tile Opportunity-list view Progressive Disclosure of information on drilling down a leaf in the list Action button bar for opportunities Opportunity-list view

Opportunity List Tile More information disclosure ‘on selecting’ an opportunity Possibility of making changes and saving the changes “ on selecting” drill down could be double clicking in hierarchical or list view and even selecting a bubble in Opportunity Pipeline (Inter Tile Communication) Opportunity Details view