Trendy reports

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    08-Feb-2017
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    Sales

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Transcript of Trendy reports

  • Dashboards PPT

  • Understanding historical pipeline trends

    PIPELINE

    PIPELINE

    Why is our pipeline changing?249 opportunities created

    100

    100

    50

    50

    0

    Q3 2012 Q4 2012 Q1 2012 Q2 2012

    Pip

    elin

    e C

    ount

    Created Count Won CountLost Count

    Flow

    Count of Opportunities in Pipeline

  • Know your conversation rates by stage

    What are our conversion rates for closed opportunities?19% win rate for opportunities with close dates int the pervious 12 months.

    Custom

    Opportunity Count

    Present Solution

    Qual

    Technical Fit

    Closing

    Deal

    Opp

    ortu

    nity

    Sta

    ge

    Last This To Date Trailing

    70 300 900 12M

    1,074

    658

    61%

    47%

    77%

    85%

    311

    239

    202

  • Measuring pipeline by individual rep.

    How much does each employee have intheir pipeline? $3,157,990 total value in the pipeline in the next 90 days.

    Custom Last This To Date Trailing

    70 300 900 12M

    Bob Hoskins

    Russ Tamblyn

    Nancy Olson

    Don Murray

    Oct

    NovDec

    Jan

    $0 $25k $50k $75k $100k $125k $150k $175k $200k $225k $250k $275k

  • Compare won & lost opportunities

    How do won and lost opportunities compare?2299 opportunities created in the pervious 12 months were subsequently won.

    35

    30

    25

    20

    15

    10

    5

    0

    Custom Last This To Date Trailing

    70 300 900 12M

    SELECTION

    Ave

    rag

    e D

    ays

    Opp stage Demo stage Trial stage Repeat all stage

    Won

    Lost

  • Which opportunities have changed close dates or value?

    Custom Last This To Date Trailing

    70 300 900 12M

    31 opportunities have changed in the pervious 7 days.17.5k

    26 Aug 2013__ 02 Sep 2013

    Opportunity #7.41

    Owner Max Plan ck

    Close Date

    Value

    StageStage 2

    Was

    Was Now

    Now

    10 Sep 2013 08 Dec 2013

    $14,700 $8,400

    15k

    12.5k

    10k

    7.5k

    5k

    2.5k

    ok15-jul 5-Aug 26-Aug 16-Sep 7-Oct

    Close Date

    Valu

    e

    28-Oct 16-Nov 9-Dec

  • Which oppn. are at risk & need aenon?

  • Which campaign converted the most sales?

  • Lead Source Vs Win rates

  • Sales Acvity

    PERFORMANCE

  • Acvity of a Representave

  • Sales Efficiency

  • Thanks