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Pipeline Review Sales Reporting. 14 June 2016©Uponor2 Pipeline Reporting Why this report? What it looks like? Expectations?  Eliminate report redundancy.

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Presentation on theme: "Pipeline Review Sales Reporting. 14 June 2016©Uponor2 Pipeline Reporting Why this report? What it looks like? Expectations?  Eliminate report redundancy."— Presentation transcript:

1 Pipeline Review Sales Reporting

2 14 June 2016©Uponor2 Pipeline Reporting Why this report? What it looks like? Expectations?  Eliminate report redundancy  Improve Time Management  Project/opportunity based reporting tool  Improvement in ability to forecasting  Segmenting our efforts  Align focus on key strategies  Transparency across the organization  Uponor support can be targeted  Support tool(s) development  Programs development  Ability to push pull with other web based sales tools (Salesforce.com)

3 14 June 2016©Uponor3 Pipeline Reporting Why this report? What it looks like? Expectations? Pipeline Content (Excel)  Opportunity ID  Sales Region  Rep Agency  Rep Contact  Opportunity Name  Account Name  Current Product Spec’d (dropdown)  Distributor  Opportunity Type (drop down)  Ecoflex Annual Forecast Amount  Plumbing Annual Forecast Amount  Heating Annual Forecast Amount  Cooling Annual Forecast Amount  FIRE Annual Forecast Amount Sales  Phase (dropdown)  Forecast Close  Reason code for Closed Lost (dropdown)  Comment/Status Update (Extremely important)

4 14 June 2016©Uponor4 Pipeline Reporting Why this report? What it looks like? Expectations?

5 14 June 2016©Uponor5 Pipeline Reporting Why this report? What it looks like? Expectations?

6 14 June 2016©Uponor6 Pipeline Reporting Why this report? What it looks like? Expectations?

7 14 June 2016©Uponor7 Pipeline Reporting Why this report? What it looks like? Expectations?  Support of this initiative  Make the commitment to use this tool  Enter your new opportunities  Uponor commercial will enter key targeted projects  Utilize McGraw Hill to gain additional insight into the opportunity/project  Keep the data fresh and up to date  Follow up on new and existing opportunities  Report the success and failures accurately & honestly  Give constructive detailed feedback specific to the opportunity  Commit to the monthly timelines

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10 14 June 2016©Uponor10 Always use these colours: Colours for Business Groups: Please note: don’t add other colours to Uponor presentations. Colours 249r, 214g, 22b 226r, 61g, 40b209r, 209g, 209b247r, 127g, 0b 206r, 224g, 7b165r, 163g, 158b0r, 114g, 198b255r, 255g, 255b 117r, 178g, 221b158r, 35g, 135b127r, 198g, 178b0r, 56g, 107b Heating and coolingPlumbingInfrastructure Other


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