Pending
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      Pending Changes

      What

      The Pending Changes feature in ShareBuilder CRM allows managers and administrators to monitor fluctuations in pending sales figures over selected time periods. This tool highlights increases or decreases in pending amounts, adjusted by confidence percentages, providing insights into sales pipeline dynamics.

      Why 

      Regularly reviewing pending changes is crucial for accurate sales forecasting and strategic planning. By analyzing these variations, management can identify trends, assess the effectiveness of sales strategies, and make informed decisions to drive revenue growth.

      How

      1. Accessing Pending Changes:

        • Navigate to the left-hand menu.
        • Select Pending > Tools > Pending Changes.
        • Note: This page is accessible only to market Admins.


      2. Utilizing the Pending Changes Tool:

        • Select Time Periods:
          • Choose the specific months or range of months you wish to analyze.
        • Review Data:
          • The tool will display changes in pending amounts, adjusted by the assigned confidence levels, between the selected periods.
          • Identify accounts or sales representatives contributing to significant increases or decreases.