A ready-made sales pipeline report
What moves
Insights offers a Sales pipeline report pack built on CRM deals and leads, limited to what each viewer may read.
Before you start
- Both modules in your plan
- The viewer may read deals and leads
Step by step
- Sales managerInsights — Business Intelligence & Apps
Opens the Sales pipeline report pack.
You see:The report shows open pipeline value and by stage, won and lost each month, who closed what, and why deals are lost.
- CRM administratorInsights — Business Intelligence & Apps
Shares the report with the leadership team.
You see:Each viewer sees the numbers their own permissions allow.
Related
- CRM & Sales Pipeline
- Insights — Business Intelligence & Apps
- A sales leaderboard appears on the CRM home
- A ticket carries the CRM customer it concerns
- A website enquiry becomes a CRM lead
- A customer answers a quote online and the rep sees the proof
- A discounted quote is approved before it is marked sent
- Connections between modules