Note: Insights section is available for Enterprise Plan users only.
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1. What is Insights?
Data-driven intelligent reports provide sales managers with a real-time image of their business. By breaking down every single angle of the sales process manager will be able to highlight the business areas that require the most attention.
2. Sales Funnel
It is a great way to visualize the process of leads becoming customers. Sales funnel provides a clear view of sales opportunities available to your sales teams, including the number of prospects, total revenue every deal can generate, flow and win rates.
Sales forecasting pictures a long-term and a short-term sales performance of the company. It is based on the success rate of a deal closure at the moment in addition to historical sales data. The forecast can be compared to the goal you set.
4. Activity Goals
Stay on top your activity indicators. Individually set goals will help to evaluate your own performance and compare to your colleagues. No more daily encouragements from your manager. Boost your motivation and stay on top of planned things.
Activity reports are equally valuable for salespeople and executives. Ability to set goals for various sales activities and compare it with day-to-day performance allows executives to constantly track the performance of their teams. In addition, salespeople can compare their activity with their goals.
Click here to find more information about Teamgate Insights.