Break down forecasts by sales representative, team, and territory to gain insights about your sales performance. Make better forecasts by accounting for completed sales, current targets, deals about to be closed and shortages in the sales pipeline.
Forecasting
With LogixOne CRM, you can construct dashboards with custom views of pending, ongoing, and achieved target within your organization. This allows you to assess how a product or team is performing by creating forecasts based on demographics or organizational charts. Based on the cumulative data gathered from your forecasts, you can set realistic goals for your teams and challenge them to become ambitious star performers.
Track sales performance
Identify the achievers
Use the forecast summary to identify your star performers and determine the strength of each sales team based on the targets they achieved. Keep your most valuable performers motivated by setting higher targets for the next fiscal quarter. Customize your forecasts based on the criteria you want, based on region, hierarchy or any other criteria of your choice.
Accurate insights through dashboards
Visualize targets and achievements by territory through reports and dashboards. Compare sales from the current quarter with the previous one, and set more realistic targets for the future.
