Using our solutions, analyze sales team performance and win rates, identifying strengths and weaknesses for sales reps, regions, and other dimensions. Once you’ve identified an area that you want to analyze further, you can easily conduct historical and comparative analyses. By integrating enterprise-wide information about customer behavior, business operations, and profitability, our business intelligence solution enables organizations to strategize, plan and measure marketing, sales, and support activities to drive profitable long-term customer relationships.

You can also personalize your dashboard by simply dragging-and-dropping new content or selecting new filter criteria.

• Compare, analyze and drill down on graphical activity, history or opportunities.

• Set targets for activity and opportunity levels to identify gaps and adjust sales plans.

• View statistics on activities, history and opportunities as key performance indicators (KPIs).

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Key Business Benefits

• Analyze your pipeline by products using targeted groups such as customers or prospects.

• View opportunities and activities side-by-side.

• Gain deep insight into organizational and individual performance. Discover root causes for performance issues and take corrective action.

• Centralize and organize all key activities, opportunities, histories, notes and contacts in one or more active and graphical dashboard views.

• Share your dashboard as a report in PDF format or share and analyze any list in MS Excel. Easily customize many more dashboards within a few clicks.

• Drill down into detailed data for further analysis into trends.

• Identify and rank your most and least profitable customers or groups of customers, and the specific activities that are causing them to be the most or least profitable.

• Analyze what customer-related activities consume the most revenue and how they compare to cumulative averages.

• Evaluate the profitability of the products each customer is purchasing so that more profitable products can be recommended for purchase.

• Uncover low-profitability trends within certain customer segments or geographies and the activities which are impacting profitability in those segments.

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• Pipeline status,

• Open opportunities,

• Win rate.

• Sales rep achieving quota

• Average time to fulfill orders

• Profitability by channel

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