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Business Insight

The Reporting Module Monitors and Summarizes Every Area Of The Sales Pipeline. Utilize Financial and Operational Reports to Identify, Measure and Monitor Critical Organizational Performance Benchmarks.  Management Level Permissions to Build Complex Commission Schedules for Teams and Every Customer with Custom Percentages.

Build a Dashboard To:

  • Calculate Profits
  • Identify Margin Percentages
  • Commissions
  • Compile Financial Reports
  • Monitor Sales Statistics
  • Actual versus Projected; Sales, Margins, Expenses etc.
  • Forecast Future Sales and Profits
  • View Operational Trends and Identify Sales Bottlenecks
  • Monitor Closing Rates
  • Rank Open Opportunities

The Customizable Module Helps Manage Customers, Suppliers, Testing and Vendors. Assign Agents and Teams, as well as Track Buyers and Locations with the Robust Customer Relations and Contact Management System To Schedule, Record and Track Calls for Efficient Sales Management.