Know what you win, and what is coming.
The sales report shows won value by month, your win rate, the average deal and the sales cycle, with a weighted forecast of the open pipeline. Choose the period and the owner, then export it or save it as a PDF.
The sales report in ManufactIQ CRM, shown with demo data.
The numbers a sales team should look at every month.
Won value by month
What you won each month across the period, against the period before.
Win rate
Worked out on decided enquiries only, so open quotes do not drag the figure down.
Average deal
The average value of what you won, and how it has moved.
Sales cycle
How long it takes from the enquiry being received to the job being won.
Weighted forecast
The open pipeline by expected close date, with a weighted value, and anything past its close date flagged.
Export
Export to CSV, or print and save the report as a PDF for a board pack.
New to measuring win rates?
Our guide explains win rate by count and by value, which quotes to leave out, and how a weighted forecast works, with worked examples.
Reporting questions.
Anything else, email support@manufactiq.co.uk, 9am to 3pm, Monday to Friday.
What does the sales report show?
Won value by month, the total won, your win rate on decided enquiries, the average deal, the sales cycle from enquiry received to won, and a forecast of the open pipeline by expected close, with a weighted value.
Can we filter it?
Yes. Choose the period and the owner, for the whole team or one person.
Can we export the figures?
Yes. Export to CSV, or print and save the report as a PDF.