Lead and Opportunity Turn Around Time (TAT) in Creatio

Problem Statement

At every lead/opportunity stage only the ‘start date’ and ‘end date’ could be captured in Creatio, but not the average time spent on each stage. As a lead progresses in different stages, it is important to know the time spent in each stage.

Solution

Lead and Opportunity turn around time (TAT) template was created which allows the sales team to view the time spent at each lead and opportunity stage, and also see the average TAT across all the active leads and opportunities in the CRM. The template makes use of the ‘start’ and ‘due’ dates captured in Creatio for each lead/opportunity stage changes to compute TAT in hours and days for that stage. An overall dashboard will display the average TAT across all active leads/opportunities. A daily job will keep on updating the TAT for leads & opportunities that are lying open in any intermediate stage.

In this blog, learn the guidelines on how to use the Lead and Opportunity TAT template.

Guide For Using The Template

Install the template from Creatio marketplace <https://marketplace.creatio.com/template/lead-and-opportunity-tat-dashboard>.

Lead Stage Turn Around Time (TAT)

Individual lead’s stage wise TAT

After installing the template, in lead section, in ‘history’ tab, to the ‘stages’ detail, add two new columns say ‘TAT Hrs’ and ‘TAT Days’. These fields will display the TAT in Days and in Hours for each stage based on the ‘start’ and ‘due’ dates.

Figure 1:

lead and opportunity tat

 

Average lead TAT
A new tab called ‘Lead TAT’ will be added in the lead section dashboard. Two bar charts are added to display average lead TAT in hours and in days, at each stage across all active leads. If you need to view the average TAT across different customer needs/verticals, please copy the dashboard and put necessary filters.

Creatio
Opportunity Stage TAT

Individual opportunity stage wise TAT
In the opportunity section, in the ‘opportunity history’ tab, to the ‘stages’ detail, add two new columns say ‘TAT Hrs’ and ‘TAT Days’. These fields will display the TAT in Days and in Hours for each stage based on the ‘start’ and ‘end’ dates.

Creatio
Average Opportunity TAT
The dashboard tab ‘Opportunity TAT’ in opportunity section will display the average TAT across all opportunities.

lead opportunity TAT
Daily Job
Daily job is setup which will run at 4.00 AM GMT to update the TAT against leads and opportunities that are lying in same intermediate stage for the whole day.

Say if an opportunity is in ‘proposal’ stage for the whole day and not being moved, the TAT will be updated by next day morning 4.00AM. If the next day also the opportunity lies in the same stage, the next run of the job will keep adding the TAT days against ‘proposal’ stage for that opportunity. Finally when the stage is advanced, actual TAT will be updated.
Additional addon to enhance dashboard
The average plots might show more than 2 decimal digits initially. Please install ‘custom chart options’ add on from the Creatio marketplace (https://marketplace.bpmonline.com/app/chart-custom-options-bpmonline) and insert the below JSON to make the data points in the chart rounded to 2 digits. Additionally, if you need to display “hrs” or “days” along with the value, please add the appropriate string.

“JSON:”: {
“plotOptions”: {
“bar”: {
“dataLabels”: {Creatio
“enabled”: true,
“format””: “{point.y:,.2f} Hrs”,
“style”: {
“fontWeight”: 500                                 
}
}
}
},
}

Benefits of this template
This template helps managers to monitor the turn around time (TAT) at each stage and also overall average TAT stagewise for opportunities as well as for leads. The dashboard will help the top management to identify the bottlenecks and take necessary steps to enhance the process accordingly. The sales team can improve their efficiency and productivity as they will be able to know how much time they are spending in each stage.

AgilizTech, trusted partner for Creatio does customization for them. To know more on how we do customization for a business as per their requirements visit our blog.

A sprightly day of Christmas celebration at AgilizTech!!

Jingle bells, Jingle bells, jingle all the way

We welcome Christmas all the way!!

Winter season has approached and celebrations flow like the cool waves. December is the auspicious month as we celebrate the birth of Jesus Christ the Son of God. Festivals like Thanks- Giving, Christmas and finally the coming of the New Year is celebrated this month.

What more than a lively and cheerful air of festivity needed to light up the spirits of our employees in celebrating Christmas.

Preparations were on to celebrate the year’s most awaited festival and all of us got together in decorating the office. The office was flamboyant with red and white colours, dazzling with lights, balloons and welcomed by the elegantly decorated Christmas tree.

christmas tree

The fun and frolic were live from 3 days playing the Secret Santa game. Our team members were all excited to open the colourfully wrapped gifts, and guessing the name of their Secret Santa was mind-boggling.

Then the D-day of celebration arrived and the celebration fervor was rife with everyone hovering around to collect their gifts and trying to guess their Santa.  Enthusiasm was live with some energetic games like one-minute games and more. It was a roller coaster ride to complete the games in the stipulated one-minute but was worth the effort.

christmas celebrated with games

You better watch out…

Santa Claus is coming into town!!

Santa Claus danced his way to distribute the Surprise Secret Santa gifts.

Secret santa for christmas celebration

It was a pleasant moment to see the smiling faces opening their gifts and finding there Secret Santa.

To tickle the taste buds, we had cake cutting and the day ended with unforgettable memories.

christmas cake cutting

Let the spirit of Christmas bring moments of joy and success and remain with you forever.

The AgilizTech team wishes all their partners and customers a very Happy Christmas and hoping to celebrate more festivities together.

AgilizTech team embraces go green initiative!

Deforestation, global warming, pollution are the buzz words today affecting the health and the society at large. Most of the products we use today impacts the environment we live in. The usage of plastic, wood, chemicals in our day to day life is causing harm directly or indirectly. What are we doing to stop this or make the society a better place to live?

At AgilizTech, we believe in the concept of I AM YOU taking care of our customer needs, working collaboratively as a team and an organisation, lastly how we can shoulder the responsibility of contributing to the society.

There are many ways today organizations are contributing to saving the environment like planting the trees, reducing carbon footprints, water conservation, using eco-friendly products, saving on energy, etc.
As an organization we want our employees to understand the importance of an eco-friendly environment and how we can be a part of contributing towards it with few green initiatives. We had a small gathering for driving the importance of protecting our environment and offered few goodies to all our employees which included pencils made out of 100% recycled paper, notepad, sharpener, mud cup for tea/coffee and tea coaster made from upcycled newspaper. Our employees were excited and took a vow to come up with more green initiatives in the future.

To know more about sustainable products or if you want to order one visit Greenr

AgilizTech has taken various initiatives in contributing towards the betterment of the society and going forward we want our organization to take more environment-friendly initiatives that will help the company, team, our customers associated with us, future generation and world.

Around 8 million trees are cut every year to make 2500 pencils which is alarming, and this adversely affects the climate as well as the environment. By using products made of recycled products we can definitely save on the cutting down of trees. By just using pencils made out of recycled paper we can save around 30-40% of the trees every year and help in providing clean oxygen to millions of people and simultaneously make use of newspapers and upcycled papers effectively.

“Change your thoughts and you change your world.”

Let’s join hands in making our environment clean and healthy to live. Every step you take today will drive a great change tomorrow.