Welcome to Turn It Up Tuesday, where we bring you 3 weekly tips—a tip on using Insightly, a tip on running your business, and a tip on improving your life. This week, we reach the end of the year, a time to pause and reflect on experiences of the last twelve months. Enjoy this week’s tips!
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Use Insightly’s Reports to Measure Progress |
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Insightly’s opportunity reports are a great way to assess the progress of your business over the last year. Different reports use different parameters to gather their data, so make the most of them by entering essential information when creating your opportunities. Key fields include the Forecast Close Date, the Opportunity Value, and the Probability of Winning.
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Look Back to Improve Your Business |
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Keeping a business running requires loads of work and focus as you’re working to close the next deal and hustling to keep up with current customer demand. The year-end is a good time to pause and consider the highs and lows of 2014: What made the good deals shine and what contributed to the ones that slipped by? Don’t sweat the missed opportunities—after all, you can’t go back in time. Instead, see them as a chance to learn and make things better for next year. Think about the processes you’ve always wanted to improve and try out new tools or software features that can increase productivity. By being as objective as possible in your assessment and investing some time in improvements, you can increase efficiency, lower expenses, and boost future sales! |
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Your Own Money Matters |
| Your holiday spending or charitable donations may have called attention to your personal finances, but that money is flowing during the rest of the year, too. Just as you have to regularly manage your business finances, your personal financial future is an ongoing consideration. Take a look at your savings, debt, and spending over the last year. If you haven’t created a budget, start planning one for 2015. And don’t forget to put aside something for savings and retirement—your future self will be very thankful that you did! |
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