The Opportunities module is the central hub for tracking potential revenue in ShareBuilder CRM. It transforms seller activity into measurable insights for forecasting and coaching.
Key components:
Sales Funnel: A visual pipeline showing opportunities from first contact through closed order. Sellers can drag-and-drop deals between stages and filter by account or confidence percentage.
Opportunity List: A traditional table view of all opportunities, filterable by stage, owner, or other fields.
Report Card: A performance dashboard that highlights funnel health, seller activity, and accuracy, giving managers coaching insights.
Export Tools: For detailed reporting and trend analysis across teams.
For managers, Opportunities are not just CRM records - they are the heartbeat of sales visibility and forecasting.
Pipeline Health: Pending opportunities give visibility into funnel volume and seller intent, not just closed deals.
Forecast Accuracy: Precision Pending, ShareBuilders’ adaptive forecasting model, improves accuracy when managers enforce consistent pending entry.
Coaching Effectiveness: Reviewing funnels and report cards enables targeted coaching on seller habits, pipeline gaps, and accuracy.
Organizational Alignment: A culture of consistent pending entry ensures unbiased projections and predictable revenue.
Strategic Discipline: Pending is not optional -capturing every opportunity ensures no deal, client, or seller effort goes untracked.
Opportunities give managers the real-time insight needed to coach sellers, align strategy, and forecast with confidence.
Managers can leverage the Opportunities module to build accountability and predictability:
Reinforce Early Pending Dollar Entry
Ensure sellers add new business opportunities as soon as a Customer Needs Analysis (CNA) reveals a logical next step.
Encourage recurring business to be entered at the start of each anticipated buy cycle.
Use the Sales Funnel for Coaching
During one-on-ones, review each seller’s funnel view. Look for bottlenecks, stalled opportunities, or gaps in engagement.
Calibrate Forecasting
Work with sellers to review Precision Pending projections. Reinforce the importance of consistency over perfection to build forecasting accuracy over time.
Export and Analyze Trends
Use exports to spot long-term trends, such as recurring deal cycles or chronic shortfalls in specific stages of the funnel.
