BRAccount
Dashboard
Dashboard number cards

New Opportunity (Last 1 Month)

Count of Opportunities created in the last month.

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In detail

This card counts Opportunities created in the last month, so it measures fresh deals entering the pipeline, whatever their later outcome. Five new trek enquiries show 5. Opportunities can come from a Lead, a Customer or a web form. Nothing posts to the ledger. The figure is a leading indicator: a quiet month here becomes a quiet month in Revenue two or three months later, which is the time to spend on marketing or follow up old leads.

Formula

New Opportunity (Last 1 Month) = Count of Opportunity where creation in the last month

How to record it in BRAccount

  1. 01Go to CRM; the card is in the top row.
  2. 02Click the card to open the Opportunity list filtered to this month's new deals.
  3. 03To change the period, open the card menu > Edit and change the Timespan.
  4. 04Group the list by source to see which channel brought them.
  5. 05Assign each new opportunity to a salesperson so it gets followed up.

When to use it

Fresh deals entering the pipeline.

Example from the demo books

Five new trek enquiries shows 5.