Overview
When this module is installed, the CRM Dashboard automatically displays key sales metrics through insightful tiles. These include New Opportunities, Won Deals, Won Revenue, Qualified and Proposition Stages, Total Expected Revenue, Unassigned Leads, and New Customers. This provides sales teams with a quick, clear view of pipeline performance and activity.
Features
Insightful KPI Tiles
Salesperson Performance Tracking
Stage-wise Pipeline Analysis
Domain-wise Opportunity Breakdown
Sales Team Performance Overview
Top Performers and Key Accounts
Description
Insightful KPI Tiles
Get a quick snapshot of key sales metrics including New Opportunities, Won Opportunities, Total and Won Revenue, Qualified and Proposition Opportunities, Unassigned Leads, and New Customers.
Stage-wise Pipeline Analysis and Won Opportunities by Salesperson
Analyze your sales pipeline distribution by stages to understand lead progression and identify bottlenecks. Additionally, track won opportunities by salesperson to evaluate individual performance and sales effectiveness.
Domain-wise & Sales-team Wise Opportunity Breakdown
Opportunity Distribution by Domain to Evaluate Market Focus and Performance by Business Area & Sales Team.
Top Performers and Key Accounts
Highlight the Top 3 Sales Account Managers based on pipeline value and the Top 5 Customers based on won revenue to focus on high-value contributors.
Our Services
Engineering Research & IT Services Provider (Pvt) Ltd. (ERISP) is a leading provider of comprehensive technology solutions, specializing in ERP & CRM systems, digital marketing, and cloud computing services.
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Specifications
| Available Versions | Version 17, Version 18 |