Gaming Finance Management CRM Template keeps budgets, approvals, and reporting in one place. Monitor profitability by project or client, reconcile faster, and give leadership audit-ready insights anytime.
What’s included
- Accounts Board - This board helps finance managers in the gaming industry keep comprehensive records of all accounts. With columns for key details like company name, domain, contact information, and industry type, it ensures that all relevant information is easily accessible. By mirroring deals and maintaining data on the number of employees, headquarters location, and detailed company profiles, finance managers can quickly assess and manage financial relationships and evaluate potential opportunities or risks.
- Leads Board - Managing leads effectively is crucial for finance managers in the gaming industry. This board allows tracking of lead status, contact creation, and detailed information about potential clients. Important details like company name, contact title, email, phone number, and last interaction date ensure that no lead is neglected, and active sequences help in maintaining a consistent follow-up process. This contributes to a streamlined workflow in converting leads into profitable deals.
- Contacts Board - The Contacts board is essential for organizing and managing all contact information within the gaming industry. It includes fields for contact names, emails, phone numbers, titles, and company information. By linking contacts to their respective accounts and deals, and prioritizing them based on type and priority status, finance managers can ensure efficient communication and relationship management, facilitating smoother transactions and stronger client relationships.
- Deals Board - This board is designed to track the progress of all deals. It includes columns for deal name, stage, owner, value, and expected close date. By mirroring account information and linking contacts, finance managers can oversee the entire sales pipeline, assess deal probabilities, and forecast potential revenue. The board also tracks the last interaction date, ensuring timely follow-ups and aiding in the management of quotes and invoices.
- Budgets Board - The Budgets board helps finance managers in the gaming industry manage and track budget allocations across different departments. With columns for budget amounts, department details, and approval statuses, it simplifies the budgeting process. Submission and approval dates, along with notes, ensure that all budget-related information is up-to-date and accessible, aiding in financial planning and resource allocation.
- Financial Reports Board - This board is crucial for preparing, submitting, and reviewing financial reports. It includes fields for report names, types, submission dates, and statuses. By assigning preparation and review responsibilities, and adding notes, finance managers can ensure that financial reports are completed accurately and on time, supporting informed decision-making and regulatory compliance in the gaming industry.
- Annual Target - This dashboard helps finance managers in the gaming industry track their yearly revenue goals. It provides a clear view of performance against annual financial targets, enabling strategic adjustments and long-term planning.
- Monthly Target - This dashboard allows finance managers to monitor monthly revenue goals. By comparing actual revenue to targets, managers can identify trends, adjust budgets, and forecast financial needs.
- Average Deal Value - This dashboard calculates the average value of closed deals, helping finance managers understand the profitability of different types of deals and prioritize high-value opportunities.
- Active deals - Forecasted Revenue - This dashboard shows the potential revenue from active deals, allowing finance managers to estimate future cash flows and make informed financial decisions.
- Deal status distribution - This dashboard provides a breakdown of deals by their current status, helping finance managers identify bottlenecks in the sales process and allocate resources more effectively.
- Actual Revenue by Month (Deals won) - This dashboard tracks the revenue generated from won deals each month, offering insights into seasonal trends and helping with monthly financial reporting.
- Pipeline conversion - This dashboard tracks the conversion rates at each stage of the sales pipeline, allowing finance managers to identify areas for improvement and optimize the sales process.
- Activity tracker - This dashboard logs all sales activities, providing finance managers with a detailed view of sales efforts and their impact on revenue generation.
- Forecasted Revenue by month - This dashboard projects monthly revenue based on current deals, helping finance managers plan for future financial needs and adjust strategies as needed.
- Forecasted Revenue by Stage - This dashboard breaks down forecasted revenue by sales stage, allowing finance managers to assess the health of the sales pipeline and predict future revenue more accurately.
- Deals Stages by Rep - This dashboard tracks deals by sales representative and their stages, helping finance managers identify top performers and areas where additional training or support may be needed.
- Deal Progress based on Month Added - This dashboard monitors the progress of deals based on the month they were added, providing insights into deal velocity and helping finance managers forecast future revenue more accurately.
- When new email arrives → Notify item subscribers with a message - This automation ensures that finance managers are immediately informed of new communications, allowing for timely follow-up and maintaining client relationships, which is crucial for closing deals.
- When an email is opened → Notify item subscribers with a message - This automation alerts finance managers when a prospect opens an email, providing an opportunity for timely engagement and potentially accelerating the sales cycle.
- When "Create a contact" is clicked → Move the item to the Contacts board - This automation streamlines the process of adding new contacts to the CRM, ensuring that all potential leads are tracked and managed efficiently.
- When a lead is created → Set its status to "New Lead" - This automation standardizes the lead management process, ensuring that all new leads are immediately categorized and can be tracked through the sales pipeline.
- When an activity/email is created in Emails & Activities → Update the "Last interaction" date - This automation keeps the "Last interaction" date current, providing finance managers with accurate information on client engagement and helping prioritize follow-up actions.
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