The Benefits of Using Reports

One major benefit Opportunity Manager offers is robust reporting--an essential part of the sales cycle that can help you collect pertinent data to improve your business. In today’s blog, we will walk through the various types of reporting available in Opportunity Manager and discuss the value reports can generate for your company.

The Opportunity Manager platform offers over 20 different reports for products, leads, proposal, sales, referrals, jobs. Different reports are beneficial to different aspects of the business cycle, so you can select which areas you would like to focus on improving.

Key Areas of Reporting

Lead Detail – This report tracks individual lead details, filtered by lead status, date range and salesperson. This is perfect for tracking lead source trends, performance indicators, proposal price, potential commission, labor hours, as well as gross profit dollars. By tracking this data, you can better determine which areas of your lead strategy are doing well, and which areas need improvement.

Lead Log – This report provides additional information about the lead and is helpful for follow-ups and tracking. Employees can quickly and securely access lead information such as phone numbers, addresses, contact information and proposal details.

Sales Force Performance – This is the main report clients will use in sales meetings. It tracks information by salesperson and allows users to filter by date range. You’ll be able to track your team’s goals versus actuals, upsell and accessories sales.

Job Budget – This is a line-by-line detailed breakdown of a proposal. This is excellent for job costing, helping you to price your jobs more accurately rather than just using generic “cookbook pricing!”

Accessories Report – This report allows users to see which accessories sell the most successfully. You can also collect data on the revenue for each accessory, and see which salesperson makes the most offers vs sales. 

Benefits of Reporting

Data tracking and reporting provides your business with the tools necessary to boost performance and meet goals. You can take a detailed look at whether you are on the right path, or if there are areas that need redirection. Additionally, the reports will benefit team members across the board by allowing them to check in on their performance. Start working with Opportunity Manager today to get comprehensive insight on what is really happening in your business cycle!

Implementing and Onboarding with Opportunity Manager

In a recent blog, we discussed the digital shifts companies have been making to their operations. More than ever before, businesses are choosing to adopt software and technology solutions to improve efficiency. Once a business selects a software, the next step is to integrate the software into the company—also known as implementation. Below, we’ve broken down the key steps of Opportunity Manager’s implementation process, and laid out our best tips for general implementation to help your team onboard smoothly.

The Implementation Process

One of the keys to a successful implementation is not rushing the training process. If employees are not given adequate time to learn a software, they can quickly become overwhelmed. It’s best to start with the basics of the program and build from there. Once your team has the essentials down, it will be easier to eventually fill in the gaps and become more advanced.

At Opportunity Manager we’ve tested various program lengths over the years and have found that four days is an effective amount of time for information to be communicated and retained. Our first three days focus on getting the basics down, while day four is devoted to any additional training and lesson repetitions designed to increase retention.

What to Expect after Training

Once you have successfully completed your training, you should feel ready for your company to use the new software, but it is important to remember that the first few months of integration can have some growing pains. Some employees may feel more confident than others, and all software programs come with a bit of a learning curve.

Luckily, there are steps you can take after training to keep your team up to speed! You can host software discussions to answer questions, reinforce the tool’s benefits, and demonstrate its daily practical application for the team. If you’ve opted for a software that provides customer support, such as Opportunity Manager, you can also reach out to the support team for further assistance. In fact, in the weeks following Opportunity Manager’s implementation, our onboarding team schedules multiple follow-up calls to check on your team’s progress, arrange any additional trainings, and answer any questions.

We hope these tips have made you feel more at ease about implementing your new software. The key is to be patient with yourself and your team, and to recognize all of the benefits that the software will have on your business.

Why Opportunity Manager?

What is Opportunity Manager?

The past year has proved that digital workspaces aren’t going anywhere. This is especially true of traditionally hands-on industries such as HVAC and home services industries, whose field teams are in need of quick and secure communications solutions.

That’s where Opportunity Manager can help! We have designed a total communications software to support the entire sales process, from lead management and retail priced proposals, to complete install job packets and robust reporting.


How can Opportunity Manager help you?

Opportunity Manager tracks customer activity from when they first enter the system as a lead, all the way until after completion of the sale. Each of these steps is fully customizable to deliver the best possible results.

Opportunity Manager users generally see:

  • a 16% increase in closing ratios
  • a 30% increase in accessory sales, and
  • a $2200 increase in average sale price

Learn more about how these and other benefits help our customers improve their businesses.


What Does Opportunity Manager Offer?

The three primary focus areas of Opportunity Manager are sales, install, and operations. Here’s how each breaks down:


We view your customers as partners in building their estimate. We provide a robust comparison tool that allows the customer to weigh their various options before making a final decision. Opportunity Manager then creates an in-depth, professional looking proposal, which a customer can sign right from their home, limiting the need for on-site interactions.


Once a sale is confirmed, field techs will have full access to job information prior to and on install day. They can view job packets, installation instructions, labor budgets, accessories sheets, and make order changes all in one secure place, ensuring a more efficient process free from error.


Opportunity Manager’s in-depth job-cost tracker helps accurately price jobs by tracking gross profit, allowing users to identify areas where pricing may be off, and edit cost information with just a few clicks. The sales tracking feature identifies which sales are the most profitable, enabling the sales team to promote the best products. Finally, detailed lead tracking reports provide insight about which tactics work best for converting leads to customers. In combination, these features will support your company by offering a comprehensive snapshot of your business procedures.


The pandemic will eventually end, but the shift in digital business operations is here to stay. Clients and customers alike expect companies to offer digital solutions and the convenience of completing sales online. Businesses that fall behind on these trends may find it difficult to ever catch up.


Don’t find yourself behind the technological wave. Learn more about Opportunity Manager today.

Is OpMan SaaS Secure?

Is OpMan SaaS Secure?

When it comes to software, data security needs to be at the top of mind. In fact, personal, credit card and financial information theft ranked as the number one crime Americans worried about in 2020.

That is why when Opportunity Manager (OpMan) adopted a SaaS plan, we knew we needed a robust security strategy. Protecting our client’s data isn’t just necessary, it’s the right thing to do. While we still
offer a licensed version of our software, the SaaS plan is a safer, more flexible option and provides users
with an array of benefits.

How is SaaS Different from Licensed?
With our SaaS option, we host the software in our own cloud-based environment and we implement top end security. This removes the risks associated with hosting the software on your own and ensures
proper data monitoring is in place, so the data is always protected. Additionally, because OpMan SaaS is
hosted in a cloud environment, a basic level of security is already in place and you can feel confident
knowing your users can access data safely from outside the office.

Opportunity Manager Security Enhancements
The Opportunity Manager software is loaded with security elements to keep your data protected. Our application is encrypted with SSL certificate and we conduct security testing regularly. We maintain an advanced infrastructure to ensure sensitive data is never exposed to the public, utilizing protective tools such as a Web Application firewall, private networks for web servers, and separate and private database servers. We also offer an SES email service which clients can use to securely send out emails from “” Finally, we take additional steps to ensure payments are secure, such as using an external payment gateway and never storing customer credit card data. These enhancements, coupled with our rigorous monitoring protocols, guarantee your data is protected. With the frequency of large data breaches increasing, it’s more important than ever for businesses to protect their data. SaaS-based options are an excellent choice for improving data security, and platforms such as OpMan work hard to remove risk and provide you peace of mind. Don’t wait until it’s too late, make the switch to a SaaS service now.

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