The Opportunity Prioritization module is designed for your Sales teams to prioritize the Opportunities within the pipeline states with respect to all of the opportunities available. It tells you which opportunities are more likely to convert to Bookings for your current and future quarters and lets your sales teams prioritize them.
Filters
Select the filters that you would like to apply and click on Apply.
Select the period for which you want to view the opportunities. This period refers to a date range in which an opportunity was created and is open in a stage at the end of the period. You can select a variety of predefined periods, such as Prev 365 days, This year, This Quarter, etc., or a custom date range.
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Opportunity Breakdown
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On the Opportunity Prioritization page, you can view opportunities in different stages of your pipeline. For every opportunity stage, you will get a curated list of top opportunities that have the highest probability of converting to a booking.
Top ‘x’
The Top 'x' tab gives you the top opportunities in each stage to prioritize. By default, there will be 4 cards: 'Top 100', 'Top 50', 'Top 25', 'Top 10', but they differ based on the number of opportunities in the stage itself. This ranking could be based on the Booking probability for the current and future quarters.
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In the table below the cards, you will see more details about the opportunities such as Opportunity ID, Account details, Region, Industry, Channel, Company size, how long they have been in the stage (Duration), how long they have been in the funnel (Age), Number of campaigns touched, Number of activities performed, Opportunity Amount, SFDC Booking Probability etc., Along with it, you will also see how much opportunity value is in that state.
All
The All tab gives you the list of all open opportunities in that state, along with the probability of conversion to booking of all opportunities in that state, and opportunities in all opportunity stages.
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Clicking on the card view from the table view gives you the list in the form of contact cards. The cards give you important information about the opportunity, such as Opportunity Name, Title, Account Name, Opportunity ID, Pipeline $ value, close date, their velocity till stage (time taken for the opportunity to move till that stage), age, duration, region, employee size, industry, etc.
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Reli Prompt Filters
If you’re having trouble finding the right set of filters, use Reli’s prompt filters to filter the data you need.
Example Prompt: Give me only Opportunities that are New Businesses with a high chance of conversion
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Side Panels
To see additional details about each Opportunity, click on the arrow to the left of each row to go to the Side Panels
Contacts
The Contacts side panel shows the Leads/Contacts that are associated with the Opportunity and more details about them, including their Journey, Title, Channel, etc.
You can choose to see
The Primary Contact in the Opportunity
All Contacts in the Opportunity
All Contacts in the Account
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Journey
The Journey tab in the Side Panel shows you the Opportunity’s journey timeline in table and timeline format.
Use the top filters to filter by Engagement, Source, type of Engagement, and Engagement timestamp.
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AI Summary
The Reli AI Summary tab gives you the summary of the lead, such as Conversion Probability, Next Best Action, and Recommendations, such as the next steps to convert the opportunity.
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Chat with Reli AI
The Chat with Reli AI Tab lets you ask Reli questions about anything to do with the lead.
This tab comes with a Personalized Email Message Agent that helps you write a personalized Email to the primary contact of the lead, building on top of the previous interactions the lead has had.
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