Manage your deals and margins better by using custom fields for deals.
The latest update has three main features:
Use the new Cost field to quickly calculate the Margin of your deals. When Cost is enabled, fill in the deal details and we’ll automatically display your margin for that deal.
Displaying the deal’s margin ensures that your sales person stays focused on maximizing the profit while giving them some room to maneuver on price if required.
The second update in this release is a commission calculator. Quickly enable the Commission check box and the calculator will display the value for this deal.
When calculating commission as a percentage, there are two options available. Calculate based on:
Custom fields allow you to assign specific information to a deal. They are ideal for logging the name of the product or service being sold, or whether the invoice has been sent to the customer or not.
Custom fields are searchable making it easy to quickly find and segment them in OnePageCRM. So if you’re looking for all Pending or Won Deals relating to your ‘Solar Panel’ range, simply run an Advanced search and we’ll display the results.
The margin of a deal is important for the sustained viability of your business. Use our new margin calculator to make sure that your deals bring value to both your company and your customers.
Keep your sales people motivated by adding commission to their deals either as a fixed rate, percentage of total amount or as a percentage of margin. Sales people can also view their Pipeline in terms of Deal Amount, Margin or Commission.
Adding custom fields to deals gives you room to add more information to your deal which is searchable in OnePageCRM. This is useful for segmenting your deals and predicting demand for your company.