Track closed won opportunities

Question

hey all - I'm curious how you keep track of your closed won opps.

especially for my fellow salesforce users, do you use the build/export report functionality there? why or why not?

Accepted Answer

I use SF to track my closed-won for company admin purposes but then also use:

Answer

I've been using the same spreadsheet for most of my career. New tab = new role. Really helps with the resume when you need to update it.

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for those of you who don't export salesforce reports, is it bc you cannot or you don't see the need to?

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I had to create my own spreadsheets and trackers. It was a pain in the butt at first. I was glad that I had created it though, saved me a few commissions as a BDR.

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I use Hubspot to track everything.  It's a great platform.   Easy to use, great functions, not a bunch of unnecessary noise like some other CRMs *cough* Salesforce

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I track in Hubspot. Use their free crm as my personal crm to track deals closed won and other high value contacts i want to keep track of

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Call me old school but I still use excel. Simple and clean.

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QuotaPath or die

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I just have my SF closed won opportunities report that I keep bookmarked. Have a few created that I keep on a 2021 dashboard as well for CQ, YTD, etc.

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If you can get away with pulling reports from your SF or Hubspot that will be the best way. Most companies won't give you that access so I always recommend the spreadsheet.

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Tracking them in Tableau is so easy. Gives me a breakdown by opportunity size and stage. Also give me the link so easy to open up and adjust the opp accordingly

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My company uses SugarCRM.  It has a sales console that shows open opps or I can change it to closed opps.  So easy.  It is my lifesaver when you get the Monday morning panic email from your sales manager at the beginning of the month "SEND ME YOUR BLW BY THE END OF TODAY!"

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I had our Sales Opps build me a Power BI dashboard that plugs into my SFDC. I can see my pipe and closed opps from there - best thing sales opps ever did for me.

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I use my SF report to track it. Also, have a separate spreadsheet on my G drive.

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@nzhu what are you trying to achieve with the export/data? any crm tool (i used Copper) can tell you your closed won. Is it more for reference or use it for comm. calcs?

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Spreadsheet bc I’m old school like that

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I use the CRM tool SF and track closed won internally. I actually track the entire sales cycle through dashboards on sf from prospecting to closed... hopefully won.

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I keep track in SFDC but also outside of SFDC because you never know

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Most Salesforce instances won't allow you to export data, it's a best practice, so track on your own spreadsheets for sure but if you can export reports that's an easy way. You should be tracking your own commission independently too. I would even suggest creating and maintaining an independent Rolodex outside of your companies CRM but maybe I'm just a little paranoid/cautious.

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Keep a quick excel sheet for logo, price, contact and partner if i used one. Really more for keeping an updated resume then anything else. Use salesforce to make sure im getting paid correctly since ops is... ops.

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SFDC Dashboards Forever and Always

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I used to not think this was important but when you start interviewing elsewhere it blows people away that you track this and why you won what you learned. Also track your closed losts and what you learned there

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I've been using the same spreadsheet for most of my career. New tab = new role. Really helps with the resume when you need to update it.

nancyz

Track closed won opportunities

How do you track your closed won opportunities?

39 comments

nancyz

Track closed won opportunities

How do you track your closed won opportunities?

39 comments

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