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Getting the Most from Sales Pipeline Reports - Apptivo

Apptivo minimizes the human workforce by capturing leads intelligently. Apptivo Sales force automation incorporates the entire sales process from qualified lead to closed deal. You will not miss any opportunity as the Apptivo pipeline is transparent. For best sales forecasting, click on https://goo.gl/2Qrdn1

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Getting the Most from Sales Pipeline Reports - Apptivo

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  1. Getting the Most From Sales Pipeline Reports

  2. Agenda Types of Reporting Available Key Driving Attributes in Reporting Dashboards & Pipeline Analysis Reports Analytical & Intelligence Reporting

  3. Types of Reporting Available

  4. Key Driving Attributes in Reporting • Employee Data • Record assignees (individual employee or team) • Reporting hierarchy • Deal Data • Lead source • Territories • Close date • Deal amount • Sales stage & probability • Any additional custom fields

  5. Dashboards & Pipeline Analysis Reports • Dashboards • Performance • Sales Funnel • Pipeline by Stage • 12 Months Pipeline • Reports • Pipeline Progression • Aging of Opportunities

  6. Analytical & Intelligence Reporting • Dashboards • Loss Analysis • Win Analysis • Lead Analysis • Reports • Lead source performance • Sales rep performance • Activity by deal/sales rep

  7. Thank You

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