Executive
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Financial Performance
Track and understand all your key performance indicators in one place.
- Address new trends as they happen
- Spot opportunities in your sales pipeline
- Make investments to accelerate growth in key divisions
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Revenue and Profitability
Get a single sheet view of revenue trends and profit margins.
- View performance by division or geographic area
- Click to find out what is driving growth in top accounts
- Keep track of the seasonality of your business with a 12-month trend view
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Sales Performance
Get a single view of your opportunities, wins vs. loss, and pipeline.
- Use live data in view current sales performance across teams and territories
- Identify under achieving and over performing product lines
- Constantly evaluate your win / loss metrics to improve closing rates
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Quota Management
Use local data to ensure forecasts are met.
- Track sales progress by region, by individual office, against forecasts
- Scrutinize performance for a preset timeframe
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