Sales plan control without spreadsheets

A head of sales needs to know whether the plan is on track by revenue and by manager, without manually gathering numbers from different reports.

Steps

1
The manager sets a target by revenue or deal count for a pipeline, a manager or the whole company for a month, quarter or year.
2
Completion percentage and progress are calculated automatically from deal and invoice data.
3
In analytics, the manager sees each rep’s performance: conversion, average deal size and total revenue.
4
The BI report builder assembles a widget panel for the team’s daily work.

Result

The manager sees plan progress in real time and can redistribute the workload before the period ends, not after.

Хүсэлт үлдээгээрэй: мэргэжилтэн 15 минутын дотор холбогдож, CRM-ийг танай бизнест тохируулахад тусална.