Need to track your day-to-day prospecting and see your sales opportunity forecasts?
With the"Suivi de prospection-réel" app, monitor your sales activity by the hour and by the day!
Measure the efficiency of your sales force and instantly visualize the day's sales performance.
Activating the app adds a new menu called"Real-time business analysis" in the"Dashboard" tab.
This menu gives you access to a dashboard of your daily prospecting and sales opportunity statistics, allowing you to view :
- Your daily statistics: select a day and view invoice details
- The day's caseload
- The weighted turnover of the day's business, calculated according to the Confidence Percentage of success of the business.
- The average weighted sales of the day's business.
- Business by product category: number of products and percentage of sales
- Business by customer category: number of products and percentage of sales
It also allows you to find a graph:
- The number of cases handled per day, per hour
- Daily sales triggered over the last 30 days
This real-time dashboard is refreshed whenever you work on a job (modifications, comments, etc.). An"Enlarge" link allows you to display the page on a dedicated screen, giving you a real real-time billing follow-up screen.
