Manage sales pipeline for NPOs

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today i'm going to run you through how to do awesome pipeline reviews using ops in a box all right so here we are we're in the weekly summary report tab in ops in a box and what this tab allows you to do is look at the changes in your pipeline between any two dates now this is notoriously hard in salesforce because salesforce is a is a view of today what's sitting today whereas optional box allows you to go back and look at the crm as it was on any day in the past so imagine you're sitting down and you're doing a review either one-on-one or in a team meeting and what you really want to focus on in those weekly pipeline reviews is what's changed between any two periods so let's take a look right now we can see we're looking at august 1st what's changed since august 1st today is actually august 17th so we're looking at the changes between august 1st and the 17th let's say we do our weekly meetings on monday let's change that to august 8th all this data is now going to reflect well what's changed between august 8th and august 17th today so if i scroll down here i can see we've won 67 000. we've lost 299 000. we've pushed out of the month 791 000 we've pulled into the month 18 000 and we've created and forecasted to close this month 48 000. now this is all visualized nicely in our waterfall so here we can see we actually started on august 8th with 3.9 million dollars in pipeline forecasted to close in august we've won that 67 lost 299 push 791 pulled in 18 created 48 that means today august 17th we're sitting with 2.82 million dollars in pipeline now the story when you're doing a pipeline review most people just talk about what was won and what was lost because that's what's really easy to see in salesforce but the best stories as far as i'm concerned come from talking about what's been pushed what's been pulled what's been created so an ops in a box if we scroll down on the page we can see the details behind all those numbers so here is what's been pushed out of the month so here i can scroll down and i can say okay well since august 8th when we last met i can see laura you had this deal opportunity 292. it was scheduled to close in august on august 8th today it's been pushed all the way out to november so what happened here what's the story did we miss a step in the sales process were we not aligned with our champion did maybe another project get prioritized over us these are the questions that we really want to dig into in our one-on-ones in our team meetings to really understand what's happening in the pipeline so that's a high-level look this module really allows you to get in there and like i said you can do this in a team meeting it's really easy also you can see here to to filter this view down so if you are doing it just for a one on one let's say we just wanted to see laura we can select laura and that's going to filter all this data just for laura so now in our one-on-one we can see what's happened with laura's pipeline over that same period so the weekly summary report is a great way for you to run your pipeline reviews giving you full access to what's changed in your sales force or between any two dates in context of the month or the quarter all right so that's a bit of a mini demo on how to run a great pipeline review using ops in a box we're going to be releasing a bunch more of these mini demos so look out for them on our linkedin page if you're looking for a trial of ops in a box we do offer a 14 day trial no credit card payment of any kind necessary just reach out to us through our website or you can dm me on linkedin thanks a lot