Opps Viewer – Maximizer

Opps Viewer is a powerful tool designed to help Sales Leaders visualize and organize their sales pipeline with a comprehensive overview of opportunities. By centralizing opportunity information and streamlining opportunity management process, the Opps Viewer module offers numerous benefits to Sales Leaders allowing them to focus their activities on the Opportunities that matter as well as retrospectives and forecasting.

Sales Leaders can manage several sales teams. Each team can follow a unique process with different stages and requirements along the way.

With the Opps Viewer you can customize the Kanban board to reflect the desired Sales Process, creating a tailored workflows for each process.

This module is populated with all the data points from the Opportunity module, meaning that each card you see on the screen is an existing Opportunity in your CRM.

On the top dropdown list, you can select a process:

This will display all the Opportunities that are included in the selected process and the board will display each Opportunity in the corresponding stage:

You can filter by Date, this date will be filtered by the Close Date field in the Opportunity.

You can also filter by revenue type.

Note: Remember that the revenue type is a field that you can configure in the Settings menu.

Then expand the Opportunity menu, click on the System Fields menu and there you will find the Revenue type configuration page. In here you can create new revenue types which can be used to track different revenue streams from your company. In our example we are going to focus on Renewals.

Let's use Revenue Type = Renewal Process as an example, this will remove all opportunities that are not associated with this revenue type to easily to find the cards in the Kanban board:

Using the board, we can drag and drop cards through the columns, acting at each stage as required by our firm's process. We can also assign them to a specific status:

Abandoned
Lost
Won

In this case, we successfully moved the renewal opportunity to Stage 2 of the Renewal Process.

You can see all Won, Lost and Abandoned opportunities in the board by clicking on the menu icon of the Kanban board:

Customize the layout for cards

Different users need to see specific data in the cards. For example, a sales manager wants to see the revenue types of deals, while a renewal manager wants to check the Confidence Rating field to assess the health of renewal opportunities. Users want the ability to customize which fields are displayed in the cards.

You can select up to 6 fields to display in the cards. To customize the layout, click the gear button to open the dialog showing all available layouts.

There is a default layout which includes the following fields: Objective, Revenue, Company/Individual, and Close Date. You can create new layouts and share them with your colleagues.

To create a layout, click the 'New Layout' button. In each layout, the first field is always Objective, which cannot be removed or repositioned. You can then add up to 5 new fields. These fields can be repositioned by drag and drop. They can be deleted.

You need to enter a name for the layout and specify security rights. Other users can see and apply your layout design if they have the 'Read Access' right. They can edit or delete your layout if they have the Full Access right.

You can create multiple layouts and select one to apply to the cards on the board. A tooltip to show the name of a field will be displayed when the mouse is hovering over a field.

Sort cards on the board

People in different roles may want to sort the opportunities differently. For example, sales managers might want to sort the cards by revenue to see the biggest deals on top. You can select a field for sorting and change the sorting direction.

Note that the items available in the "Sort by" drop-down match the fields in the layout currently applied to the board.

Refresh the board

A Refresh button has been added to the screen. You can refresh the cards to see the updated data.

Add a new Opportunity from Opps Viewer

Add new Opportunities by clicking the + New Opportunity button:

Working on Opportunities

You can work your Opportunities from the Opps Viewer by clicking on the Opportunity Objective. It will open up a new dialog box :

You can access the Details and Timeline of the Opportunity as well as the Key Fields Listing and Actions menu from the Opportunity window:

Follow the Opportunity on your Maximizer mobile App and stay updated on any changes:

Open up the Address Book record by clicking on the Company or Contact name in the card:

You can access the Details, Timeline and Contacts tab of the Address Book record from the dialog box:

See the number of days that an opportunity is past the close date in the card. A warning sign will display in the bottom right corner of the card and hovering the mouse over the icon will display a message stating the number of days that the opportunity is overdue and the stage age :

Using the Playbook to close more deals:

Customize coaching content to align with your team's unique goals and sales process by adding links to different resources at specific stages in your Opportunity process. Doing so, will empower your sales team with relevant insights and support your team in the selling process.

See Adding Links to Opportunity Playbook.

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