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You can add to your board over time as your goal becomes clearer and closer. Take a piece of cardboard or a cork board and start attaching pictures that represent your goal, or aspects of it. One popular technique that can be fun in and of itself is creating what’s known as a vision board. But can you visualise the small details of your new kitchen or bathroom – what taps and handles you might choose, the colour of the grout, the type of appliances? Can you imagine making memories entertaining friends and family in your outdoor area? For example, you might have a savings target for home improvements. If you’re having trouble being motivated by numbers on a page, try forming a mental picture of what those numbers mean to you. While in what can most politely be termed ‘new age’ philosophy, it’s thought that thinking frequently and intensely about the item or the situation in question will help it to ‘manifest’.įor most people though, it’s a matter of brief, simple meditation. For example, in some religions, it’s common to include a picture or token of the goal in a prayer ritual. What is creative visualisation?Ĭreative visualisation is a concept that’s been around for some time in various forms.

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But if that’s all you need to change, you can update the records’ Type more quickly by dragging them to a new Type column.Have you ever turned down an invite or a challenge and said something like “I could never see myself doing that!”?ĭo you see people around you achieving amazing things, and wonder how they were able to take the plunge to start trying in the first place? If you’re having trouble reaching your goals, there’s a strategy you need to get familiar with: creative visualisation.

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You could click the down arrow and select Edit to view the full record and update the Type field. Uh oh, it looks like somebody forgot to select a Type for a couple of our records.

The summary at the top of each column is the sum of Expected Revenue for each Type. When the Kanban view reloads, it shows your opportunities organized into columns based on the opportunity’s Type. Change Summarize By to Expected Revenue.Click List View Controls ( ) and select Kanban Settings.But you can change both what columns records are organized into, and what number is used in the summary. But the Kanban view is a powerful tool, and there are a few more ways you can use it to view your records.īy default, the Kanban view for opportunities organizes your records into columns by Stage, and shows a summary of the deals in each column based on the sum of the Amounts of each column’s opportunities. You probably thought you’d learned everything there was to discover about the Kanban view. Click the step on the path you’re moving to, then click Mark Current Status. It’s easy to select a different status if your deal loses steam and you need to retreat back to a previous status, or moves so fast you need to skip ahead.

Use the Path to update the record’s status by clicking Mark Status as Complete to move the record to the next step on the path. If you’re new to your job or the company, Guidance for Success (provided at each step on a Path) can help you come up to speed quickly and make sure you don’t miss any critical activities. Key Fields highlight the information you need the most when you open a record, so you don’t have to switch tabs or scroll around to find critical data. It’s a quick indicator that helps you visualize where you are and where you’re going. Path shows you at a glance where the record is in your sales process.

You may have already noticed it on lead and opportunity records as you worked through the other units in this module. Path is a simple tool with some powerful features.

Visualise your success