Nimble Advancement Techniques In Business Intelligence – New deal reports have been developed for businesses that rely on the use of the Deal Pipeline feature. New deals reports allow management to easily track their organization’s sales performance. automatically pulls data from Deals to save you time and make better business decisions.
If you’ve read our last Deals blog post, you already know about the fantastic updates coming to the Deals feature. Now, you will understand how your team’s performance in Deals is interpreted, analyzed and displayed in the revolutionary dashboard of Deal Reports.
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The launch of our New Deals Report works in tandem with our New Deals to provide our community with the most advanced analytics on deals. If you have active Deals in our legacy deal pipelines, you will need to migrate them to use Deal Reports.
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Immerse yourself in a redesigned reporting user interface featuring multiple dashboards, the ability to create custom dashboards, view multiple in-depth reports, and the ability to manage our comprehensive team reports as well as individual in-depth reports. for our lonely users!
Our new reports UI is designed with ease of use for our entire community! Whether you’re a seasoned sales professional or you’re just starting out, UI Reports provides you with everything you need to successfully generate in-depth reports and make better business decisions.
Your sales report doesn’t have to be “one size fits all.” That’s why we created a multi-dashboard feature that allows our users to create different reports for different product/service pipelines and manage separate sales territories/teams!
Multiple dashboards can be used to compare the productivity of your sales team, determine which of your products/services generate the most revenue, and more!
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It also has privacy settings that let you choose who on your team can see and edit each dashboard.
Here are some links to frequently asked questions to learn more about creating and managing multiple custom dashboards and customizing transaction dashboards.
When creating a custom dashboard, users have the ability to add a large number of graphs to achieve an effective result. Examples include:
I.e. you might want two “Lost Deals by Stage” reports, one filtered by Salesperson A and one filtered by Salesperson B, to determine how often each team member closes deals during the sales cycle. loses
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Offers a variety of reports that can be formatted as bar charts, pie charts, and tables that provide information on conversion rates, deals won and lost, projected revenue, and more!
Users can add, delete, rearrange, and combine multiple copies of any of these reports in separate Custom Report Dashboards to suit their business needs!
Whether you’re an entrepreneur or a larger group, we know it’s not always easy to keep track of every detail of a sale, so we do it for you!
New deals reports provide our individual users with all the tools they need to make informed business decisions.
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For team managers, Deals Reports provide a comprehensive report on the progress of each salesperson or your company as a whole.
The Opening Transaction Reports that we have presented to you today are not all there is to ! On the contrary, this is the beginning of the work.
Be sure to check out the second phase of our Deals Reports, which includes additional Reports widgets on our Today page, the ability to generate Team Member Activity Reports, and Company Leaderboards!
Stay tuned for upcoming Updates and don’t forget to read about our latest updates by checking out our Product Update Blog!
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If you have any questions, please email us at [email protected] or join one of our bootcamps and best practices sessions held every weekday at 9:00am PT.
Julia is a social media marketing associate at . He graduated from Florida Atlantic University with a BA in Marketing and a minor in Hospitality and Tourism Management. Her favorite things include: anime, traveling and her cute cats!
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In this blog post, we’ll look at how our Today Page provides a dashboard to manage your day and grow your business. We’ll also take a closer look at each of our new pipeline widgets: Lost to Stage, Deals Won Over Time, Deals Lost by Cause, Revenue Forecast, Pipeline, and Deal Progress.
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Today’s page provides insight and relationship history about the prospects and customers that matter most to you and your business. Today’s page provides an overview of your upcoming tasks, upcoming events, and upcoming deals.
It allows you to prioritize and manage your activities at a glance. This can help you prioritize your activities and make sure nothing falls through the cracks.
As we’ve said before, our New Deal Report widgets for our Today Page are tracking our recently released new deal pipelines and new custom pipeline reporting dashboards. The new Pipeline Reporting widget simply takes every Pipeline Reporting module and makes them available on your Today page.
The New Deal Report widget is designed for businesses that rely on using the Deal Pipeline feature. New deal report widgets allow management to easily track their organization’s sales activity. automatically pulls data from Deals to save you time and make better business decisions.
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Offers a variety of Conversion Reports widgets that can be formatted as bar charts, pie charts, and tables that provide information on conversion rates, deals won and lost, projected revenue, and more!
Users can add, delete, rearrange and combine multiple copies of any of these reports on the Today Page to suit their business needs!
Let’s dive deeper into each of our new pipeline widgets and how to use and customize them to your needs.
This widget allows you to see the number of lost deals at each stage of your sales pipeline. It can help you identify which pipeline stages are causing the most loss and adjust accordingly.
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For example, if you find that many deals are lost during the pitch stage, you can review and improve your pitch process. By identifying which stages of the pipeline have the most losses, you can focus on improving those stages. This can help you increase the number of deals you get and improve your overall sales performance.
The Deals Over Time widget is a great way to track your sales progress and identify trends over time. With this widget, you can see how your sales performance is progressing and make adjustments if needed.
The Deals Over Time widget can help you notice something like a drop in deals in a given month, which can prompt you to investigate the cause and improve your sales performance for that month.
This widget shows the reasons for lost deals, allowing you to understand why deals are being lost and make adjustments accordingly. This can help you pinpoint issues in your sales pipeline or sales pipeline processes.
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You may find that most deals are lost due to lack of budget, for example. This shows you that you should focus on higher budget customers. By understanding the causes of lost deals, you can make adjustments to your sales strategy or pipeline to address these issues.
Revenue forecasting allows you to predict future revenue based on current deals in your sales pipeline. This can be extremely valuable when trying to make informed business decisions. For example, if you predict a significant increase in revenue, you can hire more salespeople or invest in new products.
The Deal Conversion widget allows you to track the conversion rate of deals at each stage of your sales pipeline. With this widget, you can determine which stages have the lowest conversion rates and make adjustments to improve those stages.
This widget can help you if something like conversion rate is low in the offer stage. Now, you have an action item and you know you can review and improve your submission process.
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The “Deal Progress” widget allows you to track the volume of deals that have progressed through each stage of the selected pipeline. This can be incredibly valuable when trying to determine which deals are lagging and take steps to recover them. With this widget you can see the status of each deal and make adjustments if necessary.
For example, in April and November, you can see that only 27 and 25 transactions experienced movement respectively. Now you have a piece of action to figure out why your pipeline performance has suffered these months.
The latest widget update brings a number of new widget features to help you understand your sales pipeline and predict the future
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