Sales overview: a tour

A tour of Sales overview in Arkon One: Pipeline, quotes and follow-ups for the sales team and the controls you will use most.

The steps, written out

1. Open Sales overview from the Sales and Customers section of the left menu.
2. Read the summary tiles at the top: Open pipeline, Weighted pipeline, Win rate (12 months), Quotes awaiting answer, Accepted — to convert.
3. Read each row: Opportunity, Customer, Stage, Value, Probability %, Weighted.
4. Use the New opportunity button at the top of the page.
5. Use the New quote button at the top of the page.
6. Review the Pipeline by stage section.
7. Review the Pipeline by lead source section.
8. Review the Closing in the next 30 days section.
9. Review the Follow-ups due section.

Tip

Sales overview is the home page for the sales team. It shows Open pipeline, Weighted pipeline, Win rate (12 months), Quotes awaiting answer, Accepted — to convert and Website leads (30 days), followed by charts and lists: Closing in the next 30 days, Follow-ups due, Quotes expiring soon and Upcoming site visits. If you leave Monthly rental value empty it is calculated as value ÷ duration. Creating an opportunity at stage Lead alerts Sales and the owner. Only Owner / Administrator, Office Manager and Sales & Estimating can create or edit opportunities. The quote gets a number like Q-8101, status Draft, and is valid for 30 days by default. Owner / Administrator, Office Manager and Sales & Estimating can create quotes.