For the past few months, we’ve been cooking up something really cool. And now it’s time to unveil it: the Attentive Report.
When talking to salespeople to understand their challenges, some issues are recurrent. Keeping track of leads and drawing useful metrics are amongst them.
Nakul Kadaba emphasized the importance of reports in a post he wrote for Hubspot:
Salespeople often struggle to understand lead behavior across different channels. Yet the solution to this challenge – scheduling meetings, follow-up tasks, delegating various jobs, goal tracking, and more – are all in one place: your CRM software.
Attentive has been helping salespeople enhance their performance by creating a seamless integration with CRMs (HubSpot CRM and Salesforce). But we want to go beyond that.
We understand that it’s important for our customers to have an end-to-end view of their Sales process and understand what’s working and what’s not.
There are six areas that we think essential for CRM Reports. Let’s get to know them.
A quick and thorough overview of their pipeline’s last’s month data. A visual comparison with the data from the previous month helps you detect any anomaly on your Sales Process.
Attentive also prepares a sales forecast for the current month, considering the weighted pipeline value.
The sales funnel is the path potential customers thread on their way to buying your product. In this section, you’ll find data related to conversion rate and deals.
Attentive provides you insights on which stage your deals are halting. This information will empower you and help you detect any parts of your sales process that need to be revised.
Your Sales Cycle is the period of time it takes for your team to close a deal. It comprises the whole experience – from first contact to deal closed.
Attentive shows you your Average Sales Cycle Length, including advice on how to enhance it.
We’ll also help you identify in which stage your active deals are spending more time in. It will help you spot anomalies and guide your action towards an efficient sales pipeline.
The Sales Velocity is a metric used to boost your business, especially when you’re uncertain about what to tackle first.
It is calculated according to the following formula:
Attentive shows you with the Average Revenue Per day (the amount of money you make on a daily basis, according to the Sales Velocity equation.
It’s important to know who among your employees are contributing the most to keep your pipeline updated and healthy. An overview of key metrics from your Sales process, as well as who is the biggest contributor to your success.
All this information helps you understand how healthy your pipeline really is and gives you an awareness of the flaws in your process. With reliable data, you can build a trustful partnership with your CRM.
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