Getting the Most From Sales Pipeline Reports - Apptivo - PowerPoint PPT Presentation

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Getting the Most From Sales Pipeline Reports - Apptivo

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Our sales automation system drives a solution to collaborate, integrate, share information as it enters conversion process and that makes profitable sales performance constantly wherein eliminating redundancy. Increase sales by following through on all prospects and closing deals. See a visual pipeline of all incoming deals. Don’t miss out on a golden opportunity. Watching this video might give you an idea about Apptivo sales force automation, – PowerPoint PPT presentation

Number of Views:76
Updated: 25 July 2017
Slides: 8
Provided by: Apptivo

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Title: Getting the Most From Sales Pipeline Reports - Apptivo


1
Getting the Most From Sales Pipeline Reports
2
Agenda
  1. Types of Reporting Available
  2. Key Driving Attributes in Reporting
  3. Dashboards Pipeline Analysis Reports
  4. Analytical Intelligence Reporting

3
Types of Reporting Available
4
Key Driving Attributes in Reporting
  • Employee Data
  • Record assignees (individual employee or team)
  • Reporting hierarchy
  • Deal Data
  • Lead source
  • Territories
  • Close date
  • Deal amount
  • Sales stage probability
  • Any additional custom fields

5
Dashboards Pipeline Analysis Reports
  • Dashboards
  • Performance
  • Sales Funnel
  • Pipeline by Stage
  • 12 Months Pipeline
  • Reports
  • Pipeline Progression
  • Aging of Opportunities

6
Analytical Intelligence Reporting
  • Dashboards
  • Loss Analysis
  • Win Analysis
  • Lead Analysis
  • Reports
  • Lead source performance
  • Sales rep performance
  • Activity by deal/sales rep

7
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