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Let's talk about our KPI of the week - Opportunities!

 

This metric is one that sales managers rely on to help see what's going on with their pipeline and to forecast revenue numbers, additional resources needed, and more. 

 

With BrightGauge + the datasource you're using - such as ConnectWise, Accelo, Tigerpaw, etc. - you can easily build a gauge that tracks your opportunities and displays it by the parameters you want. For example, you can view closed opportunities, opportunities by type, opportunities by sales rep, and more.

 

In this video, we show you how to build a gauge that shows your open opportunities by the current sales stage they are in. 

 

If you've got questions at any time, please feel free to reach out to our support team!

 

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