Sales Opportunity Reviews
Track your sales funnel progress by territory and by product lines and be notified on critical conversion steps during your key accounts acquisition journey
What are Sales teams missing?
- No easy way to benchmark your sales team success
- Looking to amplify your sales effort on certain segments based on data rather than instinct
- Need to provide your management with a clear view of this month pipeline
Data-driven Sales Opportunity reviews
Your Data
- CRM
- Social Media
- Invoicing system
- ERP
- Spreadsheets
Your KPIs and alerts
- Sales funnel
- Time to opportunity
- Pipeline value
- #opportunities per rep
- Average opportunity valu
Customer Story: Citizen Café Tel Aviv
With ClicData, Citizen Café Tel Aviv is tracking lead acquisition, deal conversion rates and reasons for lost or won deals at the sales rep and organization level.
Main reason they chose ClicData:
Ability to combine data from Pipedrive and projects data from Airtable to build a consolidated view of their sales pipeline and revenue generation.
Where is your data sitting?
Dashboard example for better Sales opportunities tracking
Sales opportunities overview
With this dashboard, boost your Sales opportunities review meetings, where each account manager updates the team on their pipeline progress with a clear focus on opportunities and forecasted deals to close for the given period.