Take Control of Your Sales With Daylite Opportunities Board

Closing Deals Product Updates / September 6, 2022 / Tucky Wong

In an increasingly competitive setting, now more than ever, having a holistic view of your sales pipeline and being in control of every sales opportunity is vitally important to the success of your small business. If you’re letting things fall through the cracks, forgetting to follow up or skipping an essential step in your sales process, you’re leaving money on the table. You need a tool that will help ensure you’re making the most of every sales opportunity that comes your way.

Introducing the Daylite Opportunities Board, a new enhancement in Opportunities that will increase teamwork and let your sales soar.

Introducing Daylite Opportunities Board

The Opportunities Board lets you visually track how many open Opportunities are in your sales pipeline and see where each Opportunity is in the process, allowing you to nurture the most important or valuable ones.

In the Daylite sidebar under the Objectives section, you’ll find a new item called Opportunities Board. This board is directly connected to your Pipelines and shows the stages of the selected pipelines as columns, with cards for each opportunity.

Now, you can drag and drop your opportunities to move them from one stage to another. You can also easily classify them as “won” or “lost” by dragging them to the respective states at the bottom, which allows you and your team to stay focused on the active deals in the pipeline.

The at-a-glance view lets you see all your opportunities at once, so you can identify any areas of concern, such as deals that are stuck at a particular stage, so you and your team can focus on moving them along.

Visually Track and Prioritize Your Deals

Get an overview of the actual and expected values within every stage of your pipeline based on forecasted dates, create dates, categories, owners or types. At the top of the Board, you will see the total count and total value of all the opportunities in the selected pipeline, so you can get a sense of whether you’re on track or behind your sales target. You can then sort in various ways, including by next activity, forecasted close date, probability, days in stage, and more, to get different perspectives that allow you to spotlight the most valuable or urgent deals first.

Daylite Opportunities Board gives you a powerful overview of your sales pipelines, allowing you to spotlight the most valuable or urgent deals first.

Master Your Sales Process

Having a structured process gives your team a roadmap to success. Daylite allows you to customize the pipeline stages to best fit your business and your team, from building a sales process to onboarding new team members. With the Daylite Opportunities Board, you can trust your team to follow the correct steps for every opportunity, from the initial reach out to closed deal. Having clear and defined steps help you keep things from falling through the cracks, empowering your team to close more deals in record time.

The Opportunities Board empowers your team to follow the right steps for every opportunity, from the initial contact to closed deal.

Boost Team Collaboration and Celebrate Team Success

Daylite Opportunities Board gives you a clear view to oversee your team’s effort and impact on your business. You can visually track how many deals each team member is working on and the status of each. Filter down by owner and sort by next activity, total value and more, to have a concrete view of the pipeline and identify where you should focus your team’s time and energy to drive higher returns. If you see that a team member’s opportunities are not progressing as expected, you can offer them the support they need and work together to move the opportunities forward.

As the Opportunities Board is accessible to your entire team, everyone can work with more transparency, owning the responsibility of hitting their targets and celebrating won deals. This creates an environment that fosters team collaboration and saves time on status update meetings, so your team can focus on winning deals.

Wrapping Up

At Daylite, we made it our mission to empower small businesses to collaborate better and close more deals. That’s why we designed our product with the small business in mind. And now, we have made it even easier for you to convert more leads into paying clients, speeding up your sales cycle.

The Opportunities Board in Daylite is an exciting new way for you and your team to close more deals by:

  • Streamlining the process for tracking Opportunities
  • Getting an overview of where each Opportunity is at in the pipeline
  • Getting an overview of your team’s activity vs results
  • Keeping track of the next steps for Opportunities to move them forward through the pipeline
  • Prioritizing the most valuable or urgent Opportunities first

Opportunities Board is available in Daylite version 2022.32 or later for macOS 12 Monterey or later. Follow this Learn Article to learn how to take advantage of this new feature now.

Staying up to date with the latest macOS gives you Apple’s newest features and important security updates. As a friendly reminder, Daylite requires macOS 10.15.4 and iOS 14.0 or later to operate. We encourage you to update to the latest version your Apple devices can support.

To learn more about how Daylite helps small businesses take control of sales, visit our close more deals page.

Join thousands of Mac-based small businesses in 80+ countries to grow efficiently. Try Daylite for free!

9 Responses to “Take Control of Your Sales With Daylite Opportunities Board”

    Kevin Heslin
  1. But this is a yearly paid plugin that provides this functionality. I don’t see that mentioned above.

  2. Thanny Schmitz
  3. Hi Kevin, thanks for your comment!
    The Daylite Opportunities Board is a brand-new built-in feature in Daylite, it is available to all Daylite customers free of charge. Please note that the Opportunities Board is only available in Daylite version 2022.32 or later for macOS 12 Monterey or later. We encourage you to update to the latest version so you can take full advantage of this brand new feature to boost your sales and close more deals!

  4. […] Opportunities Board is designed to help Daylite customers master their sales process, boost collaboration, close more deals; and of course, celebrate successes. For more information about the Daylite Opportunities Board visit: https://marketcircle.blog/take-control-of-your-sales-with-daylite-opportunities-board/  […]

  5. Peter
  6. This is great, thanks for including this functionality in Daylite. Are there plans to add a similar feature for projects?

  7. Thanny Schmitz
  8. Hi Peter! Thank you for your feedback.
    We’re glad to hear that you’d like to see this feature applied to Projects as well. It is in our product plan to have the Projects Board in the future. Until then, enjoy the Opportunities Board!

  9. Gary A. Girolimon
  10. Also would greatly appreciate having this feature for projects.

  11. Thanny Schmitz
  12. Hi Gary! Thank you for your feedback. We’re glad to hear that you’d like to see this feature applied to Projects as well. It is in our product plan to have a Projects Board in the future, but we do not have a timeline at the moment. Thank you for your ongoing support!

  13. Charlotte Rutherford
  14. This is wonderful and I agree, it would be amazing to see this available for the projects section!! Thanks Daylite for all the little things you do behind the scenes to help us all…!

  15. Tucky Wong
  16. Hi Charlotte, Thank you so much for the kind words. I’m glad to hear that you’d like to see this feature applied to Projects as well. It is in our product plan to have the Projects Board in the future, we do not have a timeline at the moment, but we will definitely make an announcement like this.

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