The Chirp Dashboard
This page explains the features and functionalities of the Chirp Dashboard.
Last updated
This page explains the features and functionalities of the Chirp Dashboard.
Last updated
The Your Opportunities dashboard is a powerful tool that helps you track and evaluate potential deals using the BANT framework. This framework focuses on the four key criteria that determine whether a prospect is a good fit: Budget, Authority, Need, and Timeline. By applying BANT, the dashboard allows you to assess whether the opportunity is qualified and what steps you need to take to move it forward.
Each opportunity is presented as a card on the dashboard, where these BANT criteria are clearly displayed, making it easy to prioritize and manage deals. The Budget section indicates whether the prospect has the financial resources to purchase, while Authority shows if you're engaging with the decision-maker. The Need highlights the urgency and relevance of your solution to the prospect’s business challenges, and Timeline shows whether the deal aligns with their decision-making schedule.
By visualizing these BANT elements, the dashboard enables you to focus your efforts on the most promising opportunities. It helps you identify gaps in the qualification process and guides your strategy to maximize deal success. With the BANT framework integrated into the dashboard, you can ensure that each deal is progressing based on the right criteria, streamlining your sales efforts and improving overall efficiency.
Each Opportunity is shown as a card with easy to understand success meter
By applying BANT, the platform ensures that every opportunity is evaluated based on financial viability, decision-making authority, genuine need for your solution, and a clear timeline for action. This structured approach helps you prioritize the right opportunities, tailor your sales efforts, and increase your chances of closing successful deals.
Budget: Budget determines whether the prospect has the financial resources to invest in your solution. Understanding the budget helps assess whether the deal is financially viable and sets realistic expectations for both sides.
Whether the prospect has the financial resources to purchase your solution. Understanding their budget helps you gauge if the deal is realistic and feasible.
Whether the prospect’s allocated budget is sufficient to meet the cost of your offering. You also need to understand if the budget is flexible or if adjustments are possible based on your solution’s value.
Authority: Authority identifies the key decision-makers involved in the purchasing process. Knowing who has the final say ensures you engage with the right individuals, saving time and energy in the sales cycle.
Identifying the key decision-maker or decision-making group. Understanding who has the final say helps ensure you're engaging with the right people and not wasting time with individuals who lack influence over the purchase decision.
Whether there are other influencers or stakeholders involved in the decision-making process that could affect the outcome. Identifying all involved parties ensures you address everyone’s concerns and objections.
Need: Need measures how well your solution addresses the prospect's business challenges or goals. A clear understanding of their needs helps you align your offering with their priorities and demonstrate value.
How well your solution addresses the prospect’s pain points or business challenges. A clear understanding of their need ensures you’re offering relevant value and targeting the right solution.
The urgency of the prospect’s need—whether it’s an immediate requirement or a longer-term goal. You also need to know if there are other solutions they are considering that may address their needs differently.
Timeline: Timeline refers to when the prospect plans to make a decision and implement the solution. Knowing the timeline helps you align your sales process with the prospect’s urgency and expectations.
Timeline refers to the prospect’s desired timeframe for making a decision and implementing the solution. Understanding their timeline helps you align your efforts with their expectations and plan your sales cycle accordingly.
If there are any potential delays in their timeline, such as internal approval processes or competing priorities. Additionally, it’s important to understand whether they are prepared to make a decision within the specified timeframe.
Click on any Opportunity (Prospect) to view a detailed list of meeting held against the selected prospect as shown below.
To view the chirp sheet for the selected meeting, click the View Chirp Sheet button.
Navigate to Chirp Sheet to view more .
