AlphaBOLD - BOLDBuild Sales Analytics
The BOLDBuild solution as a whole covers entire analytics pipeline for Architecture, Engineering and Construction (AEC) industry. Hosting data directly from Dynamics 365 CRM, this particular powerhouse Power BI report focuses on sales analytics pipeline i.e. lead generation, opportunity management, budgeting and sales forecasting. This report can be utilized across different business domains and executives can leverage it to take meaningful decisions to grow business value.Partner de contacto Ver vídeo
There needs to exist a holistic view of the entire sales processes pipeline so that the C-level executives and project managers can keep track of prospect leads, opportunities, and project management related activities. The BOLDBuild report caters to that need.
Using this report, managers can take advantage of:
- Sales forecasting over the next year to better plan strategies
- A budgeting view gives all the necessary indicators of how well the organization is doing in respective departments
- Identifying tentative opportunities and take steps to retain them
- Identifying key sources and employees for lead generation
- A detailed data overview
- All of the above in one report
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