How do I determine which lead sources, products, or employees are generating the most sales within Blitz?

In addition to lead tracking, Blitz has the ability to track sales opportunities, and can group, filter, and sort them using any criteria you choose. This tool is often used to gauge which lead sources, products, or employees are generating the most sales within your company.

A sales opportunity arises when the potential customer is contacted and quoted. To record this information, choose the Opportunities tab within the Lead Log and click Add New Record. Fill in the available fields and click Save New Opportunity. The status of the opportunity is defaulted at pending, and can be changed to won or lost when that time comes.

But once this information is saved, what can you do with it? By viewing the Opportunities List, it can be grouped to determine various amounts to help you adjust your business plan. To find this list, click on the Leads tab, and choose Opportunities.

1. 1. Which lead sources are generating the most sales?
      -Filter the status to show only won opportunities.
      -Drag the Lead Source column header to the grey bar at the top to group the opportunities by source.
      -The grey bars at the bottom list the total value from the currently viewed source group and the total amount of won opportunities, respectively.
   2. Which employees are generating the most sales?
      -Filter the status to show only won opportunities.
      -Drag the Assigned to column header to the grey bar at the top to group the opportunities by employee.
      -The grey bars at the bottom list the total value from the currently viewed employee and the total amount of won opportunities, respectively.
   3. What is the ratio of won and lost opportunities for one particular employee?
      -Filter the Assigned to column to show the employee.
      -Drag the Status column header to the grey bar at the top to group by won, lost, and pending sales.
      -The grey bars at the bottom list the total value from the currently viewed status and the total amount of opportunities created by that employee, respectively.
   4. Which products or services are generating the most sales?
      -Filter the status to show only won opportunities.
      -Drag the Category column header to the grey bar at the top to group the opportunities by category.
      -The grey bars at the bottom list the total value from the currently viewed category group and the total amount of won opportunities, respectively.
   5. How many sales, and what total amount, are pending, won, and lost?
      -Drag the Status column header to the grey bar at the top to group by won, lost, and pending sales.
      -The heading on each group lists the number of opportunities
      -The grey bars at the bottom list the total value from the currently viewed status and the total amount of opportunities, respectively.