How can I use and visualize the sales margin of my opportunities?

The sales margin is an indispensable tool for salespeople. It enables you to fine-tune your dedicated budget and gives you a clear idea of the profitability of your business.

How do I add a margin to my opportunity?

1. Go to your Pipeline: https://pipeline.webmecanik.com/opportunities
2. Create or modify an Opportunity.
3. Next to the Amount field, you'll find the Sales Margin (€) number field.
4. Enter the value of your margin for this opportunity.
5. Click on Update.

How do I view sales margin trends?

Graphical view

Go to the Statistics tab in your CRM. You'll find 3 curves on the Sales Margin graph:

• Margin evolution on ongoing opportunities.
• Margin on opportunities won.
• Margin on lost opportunities.

Various filters are available to refine the statistics.

• Time period: 3 months / 6 months / 12 months / customizable
• Company: you can search for the company of your choice. By default, the last 10 companies are suggested.
• Opportunity status: open / won / lost
• Owner

⚠️As the temporality dimension is central to the graph, only opportunities with an end date will be taken into account.

Table view

In the top left-hand corner of your Sales Margin Tracker, you'll also find a table view. All this data can be exported as a CSV file using the Export button at the top right of your table.