Opportunity Kanban

Kanban boards visually depict work at various stages of a process using cards to represent work items and columns to represent each stage of a process. Cards are moved from left to right to show progress and to help coordinate teams performing the work. Would it not be perfect to have an Opportunity Kanban in CX Sales?

This is an evolution of a report I have been sharing for a while. The latest version is different as it now:

• a Kanban per close month with the ability to drag and drop opportunities from month to month, updating the close date in the background
• when double-clicking on the opportunities, they will now open up in Workspace
• no longer gives errors in certain browsers due to a previous JavaScript incompatibility

As usual with these narrative reports, I am using the OTBI reporting engine to aggregate and transform data in CX Sales so I can use it to format it in a narrative view however I need it. Feel free to use this report if it suits your requirements!

A video on how to upload this report in your instance can be found here. Remember to link the reports in the dashboards again after unarchiving the catalog on your instance.

Opportunity Kanban by Sales Stage

This opportunity Kanban allows you to get a good overview of a pipeline and allows through:

• Double click to open opportunities to see more details or make changes to them
• Drag and drop to change the sales stage of opportunities. Please wait for the report to refresh to confirm the changes though.

Opportunities show how much they contribute to the total Kanban opportunity value and are grouped by color:

• Red: top opportunities contributing more than 20% of the total opportunity value shown in the Kanban
• Orange: all opportunities contributing between 10% and 20% of the total opportunity value shows in the Kanban
• Green: all other opportunities

Opportunity Kanban by Close Month

On a second dashboard tab, the opportunity Kanban now also shows the pipeline grouped by close month. This report will work exactly as the one by sales stage, except that by dragging and dropping

In order to show all your opportunities, I had to cater for opportunities with a close date in the past, so I grouped them together under ‘Late Opportunities’.

I also allow you to drag and drop within the first 4 months but still, group opportunities further our under ‘Future Ones’. This is mainly due to being limited in how many months I thought would look nice on the dashboard. Maybe it makes more sense to do this by quarter? Let me know what you prefer!

Installing the Kanban

Although this Opportunity Kanban report is a report, it is wrapped inside a dashboard in order to allow the report to make updates to the opportunities when they are dragged to other sales stages.

1. Enable a homepage sales page

From within a sandbox, using the Structure tool, an admin can enable a homepage sales page.

2. Add the dashboard to the new homepage sales page

On this now visible homepage sales page, an admin can use the Page Composer tool to embed the Opportunity Kanban Dashboard.

3. Send a security token as a parameter to the dashboard

For the drag-and-drop to work, we need to pass a security token from CX Sales to the report. This is done by sending a parameter to the embedded dashboard. Click on ‘parameters’ as shown in the image above and enter the following value under ‘Value 1’: #{applCoreSecuredToken.trustToken}

Piece of cake right? Have fun !