Pipeline Comparison: Understand Opportunity Stages
Compare and filter your full pipeline by stage to its state on a prior snapshot date
Pipeline Movement: Opportunity Patterns at a Glance
Quickly see how opportunities have moved through the pipeline
Activity Planning: Who to Contact Next?
Set your activity plan by evaluating who in your portfolio should be contacted next
Activity Tracking: Easily Identify Trends
View activities across a variety of dimensions and spot trends over time
Timeseries: Track the Past 3 Years and Predict the Future
Easily predict sales, volume, and price for your organization
Year-Over-Year Overlay: Dynamic View and Future Projections
View dynamic weekly data compared with the same period a year ago, with future projections
Multi-Year (YoY) Trend vs. Benchmark
Show an account’s YoY growth against a set of benchmarks (e.g., national or state average)
Pipeline Shortfall: Identify and Track
How much additional pipeline do I need in order to hit my target?
Current Year vs. Prior Year vs. Quota
Glance year-to-date sales progress, compared to sales targets and prior year performance
Booked + Weighted Pipeline vs. Quota
Quickly see projected quota attainment for any level of your hierarchy