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  1. 55 votes
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    Anonymous supported this idea  · 
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    Anonymous commented  · 

    Because of it's cumulative nature, the Opportunity Tracker is almost useless as a reporting and tracking tool. It IS useless as a task reminder. We would like the Tracker to be much more automated- send the advisor an email reminding him that his close date on an opportunity is approaching, or adding a task to the advisor's calendar to follow up with a prospect at specific intervals. It would also be amazing if the tracker would keep track of closed/won ratios for each advisor on a cumulative basis, a quarterly basis, and an annual basis. That would help each advisor plan their prospecting more efficiently, and it would help the firm know if an advisor is struggling so that we can provide additional support.

  2. 132 votes
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  3. 24 votes
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  4. 420 votes
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  5. 33 votes
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  6. 344 votes
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    Anonymous supported this idea  · 
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    Anonymous commented  · 

    Our firm is large and has different divisions and different types of opportunities. We want to use the Opportunity Tracker to evaluate our close ratios and close cycles for different opportunity types. For example, we would like to segregate our Institutional Retirement Plans from our mass market prospects because the amounts involved and the close ratios and prospecting timelines will be completely different. Keeping them all in one Opportunity Tracker will aggregate all opportunities so that the data becomes almost meaningless. How can I determine the average new assets per advisor for a given time period when the Institutional 401K clients represent tens of millions each? That completely skews the data.

    Other "lanes" we would like to have is a HNW lane, a Rookie lane for our newest advisors, a lane for the professional athletes division, risk management (insurance) opportunities, etc. We expect that each of these "lanes" will have different prospecting timelines and close ratios and we would like to know the specifics for each type of opportunity. Right now, there is no simple way to get to this data.

    Ultimately, we would like a way to run them in separate Opportunity Trackers so that when it aggregates the opportunities, the total amount shown at the top will be accurate. Such as, Risk Management Opportunities 39, Projected Revenue 1 million. Or possibly Cornerstone Retire Opportunities 8, Projected Assets 34 million. If this could be done by adding an additional field and then running a report, that would be fine, as well.

  7. 379 votes
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    Anonymous supported this idea  · 
  8. 26 votes
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    Anonymous supported this idea  · 

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