RADACAD - CRM Opportunities and Pipeline Management Solution
The main aim of this report is to provide a holistic perspective in opportunities in a company. This report will help the managers to figure out in which city, team, year they have lost or won opportunities. Moreover, such comprehensive CRM report can be used for any industry which companies employ CRM to manage their opportunities.
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Needs
It is always important to track the number of opportunities that each team has on hand. Hence, it is also important to know which team and groups work better in case of getting projects and wining opportunities for resources planning. Therefore, value of opportunities can be another measure to understand help a company allocate resources.
Solution
Addressing the above needs, a CRM report will help managers of different levels to track their opportunities on hand, won or lost. Managers are able to see the number and value of each opportunity they have based on city, team and year and month.
We provide a report that shows:
1- Opportunity value and number analysed regarding to opportunity status, city, team, year, month and opportunity pipelines.
2-Analysing the opportunity in the past.
3- Having a deep insight regarding the opportunity for each sector and analysis the reason of lost opportunities numerically.
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