Opportunity Accountability Dashboard

Very Usefull!

Sums up everything we need to know about opportunities that needs to kept under survey. A must

Nice Free App for Sales Managers!

Nice Free App for Sales Managers, good for keeping a track of those opportunities that may be at risk. Recommended!

Is there a version I can install on Professional Edition?

This requires workflow rules to install which are not on PE. Any work-around or other ways to install it?

Good Dashboard with Interesting informaiton

Only report that has a problem is the Opportunity w/o Last Activity >60 Days. This is picking up each activity, not last, within an account, so there are several duplicate counts.

Great report and dashboard to show areas to probe and potential slipped opportunities

This dashboard is great on many levels such as it's great use as a conversation starter while displaying actionable items for people to follow up on. It can alert people to opportunities mistakenly falling through the cracks and also can help to foster some healthy competition among colleagues. Great app that is free!

Clear, Clean format - some tweaks desireable...

The overall format of this app is an effective tool for making sure opportunities are getting worked and that they are closing on time. As usual I tend to use AppEx apps as a baseline and make tweaks to the reports to match my business's particular needs. In this case that tenet holds true. The biggest value for me on this app is the tracking of opportunity "pushes". This is when a opportunity due date gets moved out to a new/later date. Each time this happens the app increases a push counter. This really helps keep an eye on deals that just aren't moving forward. I had some difficulty with the logic regarding the "missing a primary contact" portion. Basically if you had multiple contacts attached to a opportunity the app counted each additional contact an additional oppy missing a primary contact - I used a workaround by modifying that report to check if a contact attached to an oppotunity had a role assigned to them as well... no big deal and I thik the author fixed it already! I also added a report on past due opportuntites so that the sales reps can go back in and update the close date to something in the future. Overall good app and I would recommend to anyone trying to keep the pipeline moving towards close.