Insights - Opportunities Tab

The Opportunities tab shows details of opportunities influenced with gifting and provide the ability to filter by Opportunity state and type, provided the customer is using Salesforce as a CRM.

Opportunity Insights

Which opportunities have my team influenced with gifting?

See the opportunity value of each opportunity, the stage it’s in and filter by a particular opportunity type or state

Is my team multithreading accounts?

See how many contacts linked to an opportunity have redeemed

a gift

Are we over or underspending on an opportunity?

See how much your account has spent on sending gifts to people

linked to an opportunity to date

Glossary

Type

Opportunity type enables customers to filter opportunities based on type i.e net new business vs. existing customer upsell.

Opportunity Value

Opportunity value reflects what this opportunity is worth

Contacts

Contacts reflects how many recipients within the account have redeemed a gift

Total Spent

This is how much in total has been spent on this opporutunity when it comes to gifting

Gifts redeemed

Gifts redeemed reflects how many gifts have been redeemed in total by people connected to this opportunity