Available for ConnectWise, Halo & Autotask customers
Currently only available for paid customers
This is release 1, we are planning extra features which will be available in future releases
You can navigate to "Open Opportunities" from:
The home "launchpad"
Left hand navigation panel
You can use the Assigned Accounts filter to show only the Opportunities that matter to you. Please see this related help article here for setting up and working with Assigned Accounts.
You can use the same filters that you are familiar with across BeeCastle to filter the data to focus on the specific segments of your pipeline. The following fields are available to use:
Tier (platinum, gold, silver, bronze)
Company Portfolios (specific to your company)
Territories (specific to your company)
Account Managers (select one or more of your account managers)
Expected Close Date (you can select a relative date or a custom date range)
Pipeline Metric Tiles
The tiles above the table provide you with key metrics you can review at a glance.
There are two key numbers when reviewing Open Opportunities:
Opportunity Revenue: this is the amount of the opportunity
Expected Revenue: this is equal to [Opportunity Revenue] x [Conversion Probability %]. It is referred to as "weighted" in the metric tiles.
Note: the numbers in the tiles are rounded up from actuals in the table, for example $1,600 in the table shows as $2K in the metric tile.
Total Pipeline Revenue: this is the total revenue from all open opportunities. It does not change based on your filters.
Revenue Closing This Month: this is the total revenue from all opportunities that are schedule to close this month. The video below shows you how you can filter on the Expected Close column as well.
Revenue Closing this Month with Low Engagement: This tile shows the total revenue for opportunities closing this month that have NOT had a meeting within the last 30 days (red in the "Last Meeting" column).
Total Revenue Closing This Month with Low Engagement: this tile shows your total pipeline and opportunities that is at risk of not closing due to low engagement (that is the key contact has not had a meeting within the last 30 days).
Table Conditional Colour Formatting
The following table defines the logic for the colour formatting.
Please note: the following data source is Microsoft 365 for these two fields:
Last Meeting: meeting from Microsoft 365 associated with the Contact (this is linked by their email address in Microsoft 365 and in BeeCastle matching)
Last Interaction: an email, meeting from Microsoft 365 or a call from Teams (or from another call system through our call log data upload).
The date is in the past (prior to today) and needs to be updated to today or a date in the future.
The last meeting was over 30 days ago.
The last meeting was between 15 days and 29 days ago
The meeting was in the last 14 days (2 weeks)
This video shows formatting of these two columns which you can use to make sure you data is up-to-date and also drill-down on Opportunities that have not had recent meetings.
You can select extra columns and also re-order columns as you need to.
You can now also add, "Source" as well to the columns, so that, you can track the opportunity source.
This video shows you how you can use table column filters to further refine your data to drill-down on the opportunities you need to focus on. In this example we will show you how to filter the opportunities to show, "where opportunity revenue is greater than $20K."
Search Within Table
You can use the table search feature to find a specific opportunity.
You can export the Opportunity data out to a CSV file by using this button above table on the right hand side.