Reporting and Analytics
We collaborate with you to generate real-time marketing, sales, and support performance reports and dashboards so that you can derive business knowledge from your data. To provide you the insight you need to monitor the performance of your business, our strategy focuses first on designing your data analysis model, then translating that model into well specified reports and dashboards. Additionally, we may offer advice on the best BI solutions for more complicated queries that the native Salesforce reporting module cannot handle.
Common demands for reporting include:
- Sales Forecasting Sales Pipeline Reporting
- Win-to-Loss Ratio
- Cause of Loss
- Opportunity for Net and Gross Retention Activity Tracking History
- Tracking (Calls, Emails, Meetings)
- Project Attribution
Are you prepared to have faster results?
We assist companies just like yours in utilising their Salesforce accounts to enable their staff to be more effective, efficient, and lucrative.