Pipeline Movement: Opportunity Patterns at a Glance
Quickly see how opportunities have moved through the pipeline
Activity Planning: Who to Contact Next? (CRM Analytics)
Set your activity plan by evaluating who in your portfolio should be contacted next
Activity Tracking: Easily Identify Trends (CRM Analytics)
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 (CRM Analytics)
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