Dashboard is here to provide you with a quick overview of everything you need to know about your sales in one place. Whether you are looking at a current health of a pipeline, forecasting, or simply checking performance of your team, it is nicely laid out for you.
How it can help you sell more
Top Loss Reasons
Identify the main Loss Reasons for your closed deals and improve your closing process with all future deals. Importantly, you can compare your loss-reason percentage with a selected team’s overall average.
Do you need a fast update on the situation of your pipeline? Here’s how. Simply take a look at the top 3 key indicators concerning your Sales Pipeline; get a feel for a current situation and preview the overall forecast for any selected period of time.
Track your team’s performance against set activity goals. Employ useful overviews for sales managers to help you evaluate a teams’ KPIs for any selected period.
Make use of simple, yet detailed, charts of sales goals against actual results for the past 12 months. No need for confusing graphs or multiple indicators; just the facts you need, when you need them.
Risks: pinpoint the highs and lows of your current live opportunities and take the necessary action on those requiring your attention. Predictive analysis are designed to be both practical and simple, so that you can get to grips with any urgent situation, in real time.
Sales Funnel Management
Examine the current financial situation of your pipeline and identify any possible bottlenecks. You can then focus on the overcrowded segments of the process and manage your pipeline more easily and efficiently.
Easily identify the effort required to complete a successful deal closure. You can then take the necessary steps to increase your win ratios by improving your communication and pre-sales process, along with managing the overall quality of Leads.
Hi, I am Amber, Sales Manager here at Teamgate. I am responsible for ensuring that you drive maximum value from our tool. I would like to learn more about your main goals for using the CRM solution and to tell you how other companies are using our CRM. Please fill in the form and I will get back to you ASAP.