Unlock your conversion rate potential with real-time insights.

Businesses face a range of problems when it comes to managing their sales pipeline, including a lack of visibility on lead sources and templates, no way to estimate projected sales revenue, and unknown conversion rates. Without insights into where leads fall in the funnel, projected sales revenue, or conversion rates, businesses can struggle to optimize their sales efforts, leading to missed opportunities and wasted resources. This Salesforce Template is designed to solve these issues by providing users with the insights they need to optimize their sales process and maximize their revenue potential.

Accurately project your revenue

In only three weeks, you can have a customized Salesforce dashboard.

With this simple yet powerful tool, essential information can be captured and transformed into meaningful information such as:

• Expected sales revenue

• Total pipeline revenue

• Win rate to date

• Projected revenue trajectory

• Lead & funnel insights

These instant insights give you a comprehensive understanding of your sales cycle, from initial contact to deal closure. With this data, you can quickly identify which tactics are working best and allocate resources accordingly. By focusing on what converts best and how to convert best, you can maximize your sales potential and increase revenue.

When you visualize your business, you increase your profit

Find out how our BI Consultants can create your customized Salesforce Dashboard, including a Minimum Viable Product (MVP) in less than a month by contacting us below: