Table of Contents
Below are Aspire recommended lists that should be created, saved, and shared with your Sales related user roles.
Any of these lists can be customized with additional filters to focus your list on specific branches, divisions, sales reps, account managers, and more!
Activities-My Open Tasks
This list shows all of your tasks that have not been completed. It's recommended to display and sort the information in the activities module by due date.
Activities-My Open Issues
This list shows all of your issues that have not been completed. It's recommended to display and sort by Due Date.
Opportunity – My Sales Pipeline
This list is used to view all opportunities that have not been won or lost. It's recommended to group your results by Status Name and display Last Activity, Next Activity, Proposed Date, New Task, New Email, and other relative fields to optimize pipeline management.
Opportunity – My Aging Pipeline
This list is used to view all opportunities that have been proposed but not won.
It's recommended to display and sort by Proposed Date as well as create a process to lose those opportunities if not won after a certain amount of days since the proposed or delivered date.
Contacts – My Prospects
This list is used to view all of your active leads.
It's recommended to display New Task, New Appointment, and New Email to quickly create activities with your contacts like bulk email campaigns, managing contact types and statuses, and other general CRM activities.
This list is used to view all of your active prospects. It's recommended to display New Task, New Appointment, New Email, and New Issue to quickly create activities regarding your properties. Like managing customer statuses, perform takeoffs, and create estimates.
Using Sales Scorecards provides down-to-the-cent details on how Sales Representatives and Account Managers perform, as well as, helping stay on track with their annual sales goals
With Sales Scorecards, you can create and track sales goals for total proposed and closed revenue that Sales Representatives or Account Managers are targeting. Then you can view their performance against those goals.
The Sales Scorecard feature provides a wealth of information to various managers and System Administrator level accounts that are tracking employees' financial sales goals.
Learn more about using Scorecards in Aspire, here.