We just took a brief look at queries and your ability to create summary reports based on sales variables.
Beyond queries, Equipment CRM offers various dashboards that contain key sales information. Let’s now review the most popular and frequently used dashboards. Additional dashboards will be showcased in the next section.
The Leads and Opportunity Dashboard provides businesses with critical insights into the sales pipeline, by providing sales reps and executives with powerful insights to drive sales performance. The Leads dashboard gives a real-time view of potential clients, lead sources, and follow-up status, helping reps prioritize efforts and maximize conversions.
The Sales Executive Dashboard offers a concise view of sales performance, delivering key insights for strategic decision-making. With real-time data on deal progress, revenue forecasts, and team performance, it helps executives track sales health, spot growth opportunities, and ensure targets are on track. Designed for efficiency, it enables sales leaders to quickly assess progress and drive results.
The Opportunities dashboard offers an overview of active deals, pipeline stages, and projected revenue, enabling executives to monitor progress and guide strategy. Together, these dashboards offer a comprehensive view of sales activity, ensuring alignment and informed decision-making across the team. Let’s now take a look at each, starting with the sales representative view.
You may also review sales opportunities by the source, and to view at what stage is the opportunity reside. Here is what the dashboard looks for the Equipment CRM Exec – Sales Mgmt view mode
Sales opportunities by funnel refer to the process of tracking and managing potential sales deals through various stages of the sales pipeline, or “funnel.” The funnel represents the journey of a prospect from initial contact to a closed sale, typically divided into stages like lead generation, qualification, proposal, negotiation, and closing.
By monitoring opportunities in each stage of the funnel, sales teams can:
