Potential repeat order report

What is the Potential repeat order report and how to use it?

The Potential Repeat Order report is a powerful tool designed to help you uncover opportunities for repeat business by analyzing your historical project data. By using a variety of filters including custom date ranges and budget parameters, you can pinpoint projects with a high likelihood of generating additional sales.

This insight enables you to proactively create new tasks and projects, supporting ongoing client engagement and increased revenue growth.

How to access the Potential repeat order report?

To access the Potential repeat order report:

Click into your Reports tab
Select Potential Repeat order report

Report Filters

Project
Date Created
Client Rep
Order Rep
Order Status
Client
Min Budget
Action Taken
Dismissed (Show or Hide)
Industry
Client Tags
Form

Include inactive reps

Select the More filters and select "All" when you select Client rep to include inactive client or order reps in your reporting.

How to pull a report

Select More filters and once you have finalized your report filters, click Get Report.

To reset your filters, Click the red X icon to clear and reset your filters.

How to sort a report

Once you have pulled a report, click on a column title arrow up or down to sort that column by alphabetical or numerical order.

How to create a custom report:

You can save specific Search filter selections and create your own custom Product sold reports. Your saved reports are only available under your login; they are not shared across your entire team.

Learn how to:

Create a custom report
Delete a custom report

To create a custom report:

Select your preferred filters by clicking on More Filters
Click Actions > Save Report
In the "Save Report" pop-up, enter a report name
Click Save

To delete a custom report:

Click Actions > Load Report
In the "Load Report" pop-up, select Report
Click the icon next to the report you want to delete
In the "Are you sure you want to delete this saved report" pop-up: Click Delete

How to load a custom report

Click Actions > Load Report
In the "Load Report" pop-up, select Report
Click Load

Action Taken

The Action Taken filter allows you to interact directly with opportunities surfaced in the report. You can use this tool to create new tasks, initiate projects, or manage opportunities by dismissing or reinstating them.

To update an Action Taken:

Select More filters and once you have finalized your report filters, click Get Report.
Click Actions > select one of the Actions available:

Create Client Task

Creating a Task enables you to schedule follow-ups, helping you stay organized and ensuring timely engagement with clients on important opportunities.

To create a Task:

Select Actions> Create Client Task
Fill in the Task, add a Task date and Assign it to a rep
Attach a file (optional)
Click Create to add task to the report

Copy a Project

Copying a Project enables you to quickly duplicate an existing opportunity, making it easy to initiate a new project for a potential reorder.

To Copy a Project:

Select Actions> Copy Project
Enter a Project Name
Select an Event Type from the drop-down
Select your Starting Stage (Opportunity)
Click Continue.
Select the Primary Contact for the project
Enter the project’s budget and specify the desired in-hands date
Click Done

Once the Project is copied, the Action taken in the report would update to Project Created.

Copy a Presentation

Copying a Presentation enables you to quickly duplicate an existing Presentation, making it easy to initiate a new project for a potential reorder.

To Copy a Presentation:

Select Actions> Copy Project
Enter a Project Name
Select an Event Type from the drop-down
Select your Starting Stage (Presentation)
Click  Continue.
Enter a New Project Name
Select Products or check off All Products
Click  Copy

Once the Presentation is copied, the Action taken in the report would update to Presentation Copied.

Copy a Sales Order

Copying a Sales order enables you to quickly duplicate an existing Sales order, making it easy to initiate a new project for a potential reorder.

To Copy a Sales Order:

Select Actions> Copy Project
Enter a Project Name
Select an Event Type from the drop-down
Select your Starting Stage (Sales Order)
Click  Continue.
Enter a New Project Name
Select Products or check off All Products
Click  Copy

Once the Sales order is copied, the Action taken in the report would update to Presentation Copied.

Dismiss

Using the Dismiss option, you can efficiently manage your sales opportunities by removing those that are no longer relevant, helping you focus on the leads most likely to generate repeat business.

You have the option to:

Dismiss an opportunity
or Undo

To Dismiss a potential repeat order:

Select Actions> Dismiss

To undo a Dismissed Potential repeat order:

1. Select Actions> Undo Dismiss

Once the sale opportunity is dismissed, the Action taken in the report would update to Dismissed. You have an option to show or hide this in the report filters when pulling a report.

CSV export

After you've pulled a report, click Actions > Export Report to export a CSV file of the report details.

CSV exports make it easy to organize large amounts of data.

The Potential repeat order Report's CSV export contains the:

Order rep First Name
Order rep Last Name
Project No
Project Name
Client Name
Order Type
Budget Min
Created date
In Hands date
Action Taken

If you have questions regarding this feature please reach out to support@commonsku.com