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Business Visualizations, Sales Productivity Improvements, Business analytics, Business Intelligence,

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8 Min Read

Making Better Decisions - Sales Ranking Analysis from Creatio CRM

Making better decisions based on sales performance is critical for continued business success. Having the ability to quickly view top performers and drill into the details to obtain insights into the successes and challenges, helps a business owner make smarter decisions.

Sales Ranking Analysis

Key Objectives:

  • Identify top and bottom performers based on key sales metrics.
  • Provide insight into why top performers are succeeding, and why bottom performers are not.
  • Step back and view the entire population of opportunities for forecasting revenue

Creatio - My Sales pipeline

My Sales pipeline in Creatio low-code CRM

 

Creatio low-code CRM offers a top/bottom analysis of important sales metrics.  The dashboard is dynamically updated based on the set of opportunities in key folders such as My open opportunities, Active opportunities company wide, Opportunities expected to close in 30 days and 90 days.

Easily show how the various sales representatives compare to one another with a few clicks of the mouse.

Sales Creatio - Number of active opportunities per sales rep

Sales Creatio - Number of active opportunities per sales rep

 

Sales Creatio comes out-of-the-box with a number of different categories of dashboards, each with sets of visual counts and graphics for easier comprehension and analysis.

 

Sales Creatio -opportunity management dashboard components:

Sales Creatio Opportunity management - number summary

 

Sales pipeline - number of opportunities at each stage and dollar value

 

Sales Creatio opportunity- number per stage

 

Benefits received from this analysis are:

    • Ability to identify top and bottom performers, whether that is salespersons, accounts or other entities within the organization and the customers it serves
    • Ability to analyze the top/bottom performers to determine the causes for their performance
    • Ability to holistically view progress through the sales opportunity buyer stages.

 

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What could you learn from your customers that would allow you to make better decisions and thus become more Successful with CRM and with Business? 

 

 

Topics:   Business Visualizations Sales Productivity Improvements Business analytics Business Intelligence

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