New Management Dashboards
Sales KPI for Managers displays key performance indicators (KPIs) to help you identify and measure your organization's successful activities ... as well as those that aren’t performing so well. Metrics include monthly sales trends, actual vs. target, opportunities pipeline, open activities, at-risk opportunities, and closed deals leader board by sales rep.
Sales Metrics for Managers helps you measure progress toward organizational goals. Metrics include leads generated by source, deals lost to competitors, won vs. lost deals, average deal close rate, cross-sell deals, and top open deals.
These new dashboards provide important visual queues that help you quickly spot areas that require your attention. Then you can take action or run more detailed analysis to close deals faster or save opportunities that are slipping.
Quicker Quotes, Orders, and Workflow
In addition, you can now generate Quick Quotes and Orders using a new default template that’s merged with details from an existing record. That way, you just pull in a quote or order from another similar opportunity and simply change a few details rather than starting from scratch.
Proactive Alerts and Escalation Rules
Together, this collection of new features will help you close sales faster and drive more revenue.
Ready to Upgrade?
Contact a Sage Partner for details or if you need help upgrading.