Sales Reporting - From complexity to clarity
Make up-to-the-minute, data-informed decisions by accessing customisable insights across your CRM. Save time and provide a concierge customer experience through interactive report presentations with customer data.
Pipeline:
- Understand the shape, health and flow of your sales pipeline
- Dive from macro information to micro insights at deal level
- Customisable filters by geography, vertical, deal owner, lead generation type, validation etc
- Highlight key insights across deals, i.e., fully validated deals, or deals at risk
QBR:
- Create quarterly business review reports in minutes, not hours
- Surface and highlight usage insights and sales opportunities
- Display usage over time
- Customisable filters
Stakeholder index:
- Visually map your stakeholders across regions and industries
- Surface and highlight insights in seconds
- Publish externally for eco-systems or internally for stakeholder relationship management
- Customisable filters and data presentation options