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Winning and Archiving Sales Projects

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There's no better feeling than clicking on that Win button, is there?  All that planning, relationship building and hard work has finally paid off and now you feel you could take on the world.

But wait. Where did it go? Where has my prized Sales Project gone from Membrain?

No need to panic, its still there. Membrain never deletes Sales Projects, Won or Archived. They are simply moved out of the main Pipeline view, so you can get back to focusing on the ones that really need your attention.  

...and exhale

  • You will find all of your won deals on the right hand side of the Pipeline View, by clicking on the green section of the toggle bar.  This will extend the view to show all your won projects the last 3 months, grouped by month. You can then click on this again (it has now turned orange) to hide them again.  

  • You will find all of your archived projects here too, clicking on the top part of the toggle bar (which is grey) will show you all of your archived projects, grouped by month.  Clicking again (it has turned orange) will hide them again.

With these projects in view, you can hover over each one to see a quick overview, including value, close date, owner and also the reason for the win or loss.  

You can also click into the Project to review it, or to bring it back into your pipeline. You have options here such as Reactivate, Change Status, Create Prospect, or in the case of lost deals you can also choose to Start Over.

 

More Win/Loss Analysis

Hovering over the toggle bar itself will show you an quick interactive win/loss view, including total number of sales projects won and total value.  

From here you can click into your Sales Analysis view to really get some powerful insight into how you are performing against your goals.