Salesforce

Summary

Salesforce users gain immediate access to rich content areas and sample dashboards that are easily customizable and logically grouped by department and persona to help answer their most-pressing business questions even more quickly. What’s more, Incorta Blueprints also make it easy to add new data sources to your Salesforce analysis in order to:

• Provides key insights about sales numbers to executives;
• Shows top-selling products and sales rep productivity;
• Helps predict revenue goals based upon historical win rates; and
• Supports decisions based upon a complete picture of all sales metrics on a near real-time basis.

Answer these questions

• Is there a sufficient pipeline to support our sales forecasts?
• Are we accelerating our sales velocity in accordance with our strategic objectives?
• Do our sales reps maintain accurate and up-to-date information about ongoing sales cycles?
• Are our marketing campaigns effective in generating qualified leads?
• Which milestones in the sales cycle are leading indicators of closing a deal?

Reporting dashboards and metrics

Executive dashboard

• Amount won, amount expected, and current potential
• Won vs. goal, expected won vs. goal, and potential won vs. goal
• Current opportunities in the pipeline
• Historical perspectives through snapshotting
• Comparisons of year-over-year, quarter-over-quarter, and week-over-week

Stage Velocity

• Opportunities per stage
• Win rate %
• Pipeline by stage

Sales management

• Year-to-date activity and total sales
• Number of deals closed
• Average days to close
• Number of days to close
• Account breakdown by annual contract value (per partner or respresentative)
• Forecast by representative