Understanding the Opportunity Flow kanban

Found near the top of the Opportunity Flow page, the Opportunity Flow kanban allows you to see an overview of how many opportunities are in each stage of the sales process.

Click any item in the kanban to filter items in the lead list below it.

The kanban consists of the following main categories:

• Create: All opportunities created during the selected reporting period.

  • Bad Leads: Leads disqualified at intake because they are invalid, duplicated, for an existing customer, or involve a service the company does not provide.

• Initial: New opportunities that have not yet been fully worked or contacted.

  • Reminder: Opportunities requiring follow-up on a scheduled reminder date.

• Set: Opportunities where an appointment that has been scheduled and confirmed. A confirmation email has been sent to the homeowner, and the assigned consultant is responsible for calling to introduce themselves, confirming the appointment, answering any questions, and ordering the RoofScope report.

• Cancelled: Opportunities where a scheduled appointment has to be canceled, and no appointment has been rescheduled yet.

• Run: Opportunities with appointments scheduled to occur during the selected reporting period.

  • No Good: Appointments where the consultant determined on-site that the company could not provide the requested service.

  • No Sales: Completed appointments that did not result in a same-day sale; the opportunity may still sell later.

• Sold: Opportunities where the appointment resulted in a sale.

• Contracted: Sold jobs that have been reviewed, verified as accurate, and approved to move forward.

• Closed: Jobs where the work is complete, final payment has been collected, the certificate of completion has been signed, and no further action is required.

For more information about Off Pipeline filters, see Using Off Pipeline filters.