The first statistics have arrived on Webmecanik Pipeline! Eagerly awaited by many (including us), two new statistical charts have appeared in your CRM. Quickly visualize the evolution of your business by tracking your won/lost opportunities and comparing your monthly commercial performances ✨ And that’s not all, you will discover other statistical charts very soon in the coming weeks!
New Feature
Regularly tracking your sales goals and steering your sales strategy based on your performances is becoming easier and easier with Webmecanik Pipeline. The improvement of your Statistics tab is underway, starting with two charts on tracking your won and lost opportunities.
Tracking Won Opportunities ?
Keep an eye on your won opportunities month by month. This chart indicates the amount and value of your won opportunities. Quickly switch between values and numbers, display a period of 3, 6, or 12 months, and filter your view according to your salespeople.
Each salesperson is represented by a color, allowing you to glance at their performances each month. Details of the number of deals and the amount are displayed when hovering over the chart.
Won Opportunities VS Lost Opportunities ?
Track your commercial performance by comparing your successes and failures each month. At a glance, you can see the distribution between your won and lost opportunities in terms of numbers or amounts. Like the first chart, it is possible to choose the period to display and to filter your view according to your salespeople.
Teasing Upcoming Features ?
[SPOILER ALERT ?] We are giving you more details about the upcoming features available in your Webmecanik Pipeline statistics tab. Other charts to track the performance and progress of your commercial opportunities are planned: progress of opportunities in the sales funnel, number of forecasted opportunities… We are also working on statistics based on the measurement of your commercial activities ?
Do you have ideas or needs for additional statistics? Our team is listening! Our goal at Webmecanik is to help you steer your activity and achieve your commercial objectives.
