Divisions and Sales Managers are always watching their 'backlog' or pending reports for deals that are Won, but not yet completed. Currently there is no way to get this through COTI easily. Would like to have this available through the top menu with ability to apply filters (i.e. by division, sale type, make, etc.) so users can pull as needed and get a real time report. This would eliminate all of the extra work done outside of COTI by reps and admins currently to track this information.
Deborah Styring
I believe some of this was resolved with the "In Progress" view in Reports.
Some sort of dashboard to show this would be ideal! When a rep or manager logs in they would see pie charts showing how many of their deals are incomplete in each "phase/role". Being that so many of them are visual, I think graphics would really help them out instead of a chart of numbers that looks like excel.
YES! Our biggest issue right now with (old COTI) is lack of visibility to deals without having to click on each and look tasks.Our admins are creating excel sheets with notes to communicate to Sales Managers. We are in conversations with Uptake to add an "In Progress" view (attached) which would be any deal submitted, with the status and those key tasks (defined by dealer) that are not completed. ALSO, there needs to be a generic notes field that would show in this view for subjective comments.