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Sales Forecasting & Opportunity Reports

Sales Pipeline
Management Explore sales pipeline management Sales Forecasting
& Opportunity Reports Improve your sales reporting Account & Contact
Management Simplify your customers experiences pipeliner
Integration Enhance your software with integrated pipeliner Collaborative Team
Cloud Environment Manage your sales force in a cloud

Forecast your sales accurately and stay on top of key performance metrics

pipeliner provides extensive opportunity reporting features to allow you to produce accurate sales forecasts in real-time. Interactive Opportunity Reports enable you to be more productive and to stay on top of your opportunities all the time. Key insights into your sales pipeline are delivered right from within the Opportunity Desktop, making opportunity reporting easy and intuitive. The Integrated Dynamic Target display keeps you and your team focused on achieving your sales goals, while Sales Performance Dashboards allow you to monitor your teams’ performance and key sales goal indicators as they develop.

# # Activity based performance reports pipeliner's Hit-Rate Manager allows you to create detailed sales rep activity reports or sales unit activity reports. Built into the system, pipeliner’s Hit-Rate Manager enables you to specify a time period, select a sales unit or specific sales rep to generate individual performance reports that can easily be exported.
# # Management reports generated on the fly Generate comprehensive, on the fly, Management Reports directly from one of the multiple interactive pipeline views available. Management reports enable in-depth comparisons, evaluations and statistics, are customizable and can be imported into Excel for further analysis. Filter, sort and arrange opportunities by product, sales rep, territory, team or any other reporting dimension you choose.
# # Interactive opportunity reports you can act on Generate detailed Opportunity Reports on the fly. Organize opportunities into custom reporting groups. Filter by account, opportunity name, owner, opportunity value and more. Choose to display opportunities by status or sales step. Customize reports to include the data columns you need; sort and arrange opportunities to your liking.
# # In depth sales account reports you can trust Create valuable Account Reports listing all opportunities associated with each sales account. Filter by opportunity name, owner, opportunity value, sales unit, key word and more. Choose to display opportunities by status including leads. Customize reports to your needs. Print to .PDF for convenient sharing or export reports for in depth analysis.
# # Generate detailed sales rep reports on the fly Produce Sales Rep Reports in real time and maximize your sales forecasting accuracy. You can choose to report on individual sales reps, sales teams, entire sales units and more. Organize opportunities into custom reporting groups; filter by any one of the many reporting dimensions. Report summaries provide valuable performance info you can export.
# # Monitor sales performance in real-time Extending the at-a-glance reporting features of pipeliner, Sales Performance Dashboards provide stunning real-time 3-D representations of individual sales reps, departments or entire countries, for easy performance benchmarking. Seamlessly integrated into Microsoft Outlook, dashboards are configurable to provide you with the stats you need in real-time.
# # Monitor the health of
your sales pipeline The Sales Pipeline Chart is one of 20 different ways you can visualize your teams’ sales performance with pipeliner. It delivers actual insights on the health of your sales funnel in real time. The actual aggregate opportunity values, as they contribute towards each step in your sales process, are visually displayed and always up to date. Access dashboards directly from Outlook for total control.
# # Measure account performance in real-time Seven different ways to visualize account performance; use Bar Charts to measure top account performance by won, lost & open opportunities. Column Charts allow you visualize the total number and aggregate value of your opportunities in each sales step by account class. Pie Charts help you gain insights as to the ratios and actual volume of business per account class.
# # Opportunity metrics
you can rely on Twelve different ways to visualize opportunity metrics; Gauge Charts measure real, weighted and un-weighted sales targets; Bar Charts display your top, and most current won and lost opportunities. Column Charts help you visualize the number, value and ratios of opportunities in each sales step by ranking, while Pie Charts compare the status of all opportunities in the sales pipeline.
# # Track opportunities with History Logs Capture each action and activity relating to every opportunity, for a permanent record of how the deal has progressed through the sales process. Detailed History Logs are kept of all activities associated with each opportunity and provide a complete detailed historic record of all actions and activities surrounding each deal.
# # Bring past opportunities back to life The Opportunity Archive allows you to save lost or closed opportunities for future reference and to support your performance evaluation efforts. Valuable opportunity details are never lost, archived opportunities can be reactivated at any time and fully reintegrated into your active sales pipeline as new opportunities.