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
Analitikada rahbar har bir menejer samaradorligini koʻradi: konversiya, oʻrtacha chek va bitimlar summasi.
4
BI hisobotlar konstruktori boʻlimning kundalik ishi uchun vidjetlardan analitik panel yigʻadi.

Result

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

Soʻrov qoldiring: mutaxassis 15 daqiqa ichida bogʻlanadi va CRM-ni biznesingizga sozlashga yordam beradi.