Category: Business Timeline Analysis

Opportunity Forecast

In Web Connect, you can now see your opportunities (created in either Web Connect or P21--both stored in P21) in a Forecast view. A Sales Forecast is the estimation of the value of the Sales Pipeline: the expected revenue from all the deals (Opportunities) in the pipeline over a period of time. The forecast time frame is usually a month or a quarter. Several metrics can be used for sales forecasts but the most common calculations are total pipeline value and weighted pipeline value. Total pipeline value: the sum of all opportunities for a given time period (e.g. quarter). Weighted pipeline value: multiply the value of each Opportunity by its Success Probability % and add them up for a given time period (e.g. quarter).

OppForecast

Exciting Times at Web Connect

Web Connect has experienced significant growth over the past few years and we now have hundreds and hundreds of users doing more with P21 by using Web Connect,

As a result, recently we have:

  • Added even more development resources
  • Added numerous features to an already-rich feature set
  • Moved our offices to a larger location

Stay tuned for more changes as we announce other major product enhancements during the coming months leading up to the P21 Connect conference in Atlanta this September!

Communications and Timeline Best Practices

Once of the most recent Web Connect additions is the Comments feature. Think of it as social media for P21. With Comments, we can enable one or more users to add comments to any entity in P21 (e.g. Tasks, Opportunities, Customers...) and the Comments instantly appear for all subscribers to see. It's a great way to centralize all communication information regarding various aspects of the business instead of relying on email and other stale correspondence that soon gets disconnected, lost or buried with no traceability back to the original data or event.

The Timeline feature (a.k.a. Business Timeline Analysis) in Web Connect is a powerful analysis and tracking tool designed to track and report every activity that takes place within P21 as a continuous thread from the time you add an initial prospect, through the time they become a customer with their first order and through all subsequent orders, activities and communications over time for the life of the data. Think of it as clear and efficient way to see what has transpired over time at a single click and glance.

Check out both of these new features and let us know if you have any questions. I'm sure you'll find them a great addition to the Web Connect toolkit.

Latest Web Connect Release

The most recent Web Connect release includes:

  • Expanded mobile device views
  • Communications
  • Timelines
  • Enhanced dashboards
  • New customer features

 

Web Connect will be a Gold Sponsor at the P21 Connect Conference

Web Connect is proud to be a P21 Connect Conference Gold Sponsor. Visit us at our booth and and catch our session entitled "Do more with P21 and Web Connect.".

Web Connect will present a P21 User Group Webinar

Web Connect is excited to announce it will be presenting a webinar to the Prophet 21 Worldwide User Group on July 30th.

We'll be discussing the Prophet 21 Call Log, Opportunities and other Prophet 21 topics as well as showing how Web Connect makes these great Prophet 21 features even better.