Sales Overview Part 1 - Products & Inventory + Deals & Pipeline

Products Management:
- Identify the products that are universally sold.
- Determine the quantity, pricing, product rules, season minimums, and other relevant information.
- Check if the product is sold across different seasons.
Inventory Management:
- Review the specific details of the product for a particular season.
- Note the due date, templated user, and activation status for the product.
- Monitor the number of units sold, pending sales, and activations for that season.
Packages Management:
- Combine multiple products into packages like radio or TV packages.
- Simplify the sales process by offering bundled packages at a single rate.
Pipeline Deals and Leads:
- Manage leads by assigning territories or accounts.
- Track communication with leads, inventory proposals, and prospect status.
- Monitor the dollar amount, pitch count, last activity, and deal yield for each deal.
- Differentiate between current partners and prospects in the sales process.
- Utilize the pipeline view to visualize and move deals through the sales process.

Ensure accurate data entry for products, inventory, and deals to avoid discrepancies.
Regularly update information to reflect the current status of sales activities.
Double-check pricing and quantities before finalizing any deals or packages.

Use templates for product information to streamline data entry.
Regularly review and update inventory to prevent overselling or stock outs.
Encourage sales team members to utilize the pipeline view for a visual representation of sales progress.
Provide training on advanced features for a deeper understanding of the sales module in Trak.

The objective of this article is to provide a step-by-step guide on how to manage products, inventory, and deals in the Trak workspace for sales purposes.