CRM – Sales Management Analysis
It seamlessly integrates with your organizational data to deliver insights in minutes
Overview

CRM – Sales analysis data model is prebuild for organizations for analyzing the overall performance of the Opportunity life cycle by multiple metrics

Summary of opportunity Won, Lost and Pipeline based on Business Unit, Product lines, Account manager and Over year/month/date

Analysis Data

Opportunity funnel chart based on opportunity statuses

Performance analysis based on Account manager, business unit, product lines and cumulative performance against sales target vs. won opportunities

Won Vs. Lost to quickly compare for multiple account managers in the organization, compare for different time period, including Won pattern

Trend Analysis

Trend analysis for Won, Lost and Pipeline and compare with sales target

Quarterly top performing account manager view helps to understand quickly the performance for different quarters.

Dynamically analyze the top performing customers against won vs. lost opportunities

Live Interactive Dashboard - Sales Management Analysis

Logistics Analytics

  • Financial Performance
  • Revenue Breakdown
  • Service Performance metrics
  • Volume transported
  • Revenue Generated
  • Financial Analysis - Bring organization financial status.
  • Revenue Over time
  • Account Receivables
  • Anomaly by Product and Customers
  • Top Performing Customers
  • CRM Analysis Organization sales performance.
  • Sales Over time
  • Won Vs. Lost
  • Trends and Pattern
  • Top Performing Account Manager
  • Dynamically analyse top customer wons
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