It is difficult to interpret data and make decisions simply because there are too many data points to assimilate and understand. You therefore need the best tools available, so accurate decisions can be made.
Pipeliner CRM Indicators Feature
The Indicators feature is unique to Pipeliner CRM & directly supports data accuracy. Let’s start with some definitions:
Leading Indicators Definition
Leading indicators are those that you can still take action to influence the eventual outcome – such as adjusting lead flow to meet revenue targets.
Leading Indicator Examples
Leads created New Appointments # of Proposals Sent # of Deals in Pipeline Pipeline Value
Lagging Indicators Definition
Lagging indicators are focused on what has already happened, such as total sales for a period or units sold.
Lagging Indicators Examples
Revenue # of units sold Gross margin # of different products sold Market share Gross revenue
First, decide which salespeople you want to include. Then you can view leads created by quarter with the numbers displayed and the salespeople colored-coded — plus you can click on an individual salesperson to review their particular stats.
With Pipeliner’s unique Power Panel you can create different views of the data, save them and even share them with others. Perhaps you have multiple sales units, different territories, or countries or different types of salespeople (inside vs. outside) — you can use the filter function to view them together, individually or in subsets.
You can, for example, look at the average number of days spent on Opportunities in whatever timeframe you select (months, quarters, etc.). In addition, for example, you can see how many opportunities your teams or individual salespeople have created, won, or lost and even view the actual opportunity amount. Plus you can look at win rates, sales velocity, and average deal size.
Using this same functionality, you can review activities for teams or individuals (or even groups of individuals). You can look at them by type of activity, such as emails or calls, and see how many have been made in a certain period of time.
You have 3 broad entities you can visually analyze through the Indicator function: leads, opportunities, and activities. You can drill down all the way to an opportunity level and view everything in detail. No other CRM offers this level of functionality.
Why Data Visualization matters
“84% of business leaders agree that making decisions quickly based onreal-time data is increasingly important.”