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Sugar Reporting gives sales managers the insight needed to adjust to changing business conditions. On one screen, sales managers can monitor the pipeline of sales representatives by sales stage, view how many calls each rep has made over a given time period, and monitor closed and expected revenue for the quarter. Managers and reps can also take advantage of the strong reporting and charting capabilities to create personalized dashboards that update whenever information changes.
Impact
- Present user-specific information about opportunities
- Consolidate sales data for executives
- Customize charts and reports based on key metrics
- Drill down on charts to understand performance
Reporting: Sales Trends
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Team Pipelines
Monitor how individuals and teams are performing based on opportunities by sales stage.
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Sales Stages
Access all opportunities in a defined sales stage with one click to see next steps needed to progress the opportunity.
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Call Monitoring
A single view of all sales calls over a given time period, including held and planned calls.
