MEET YOUR DATA ANALYSIS CHALLENGES

How do you gain insight into a variety of metrics?

Report is a list of records displayed in tabular, summary and matrix view which meet your defined criteria. Now you can easily access your data using CloudCC's reports to manage the way your business is run with intelligent reporting that breaks down key metrics relating to your sales trends, marketing campaigns, team performance, and more. Choose from standard reports, or create a customized report from scratch in minutes. Applying custom filters to any report ensures you see the data you need.

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Need to understand your team’s performance?

A dashboard is a graphical chart of the trends and key metrics of your reports. CloudCC's dashboards show you compact tables and beautiful charts that allow you to understand with clarity how your team is performing. Declutter your real-time metrics and filter your dashboard to show only the most useful data for your company. You can also create multiple dashboards, allowing users with different roles to access various data views whenever they need them.

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Do you know your current standing in reaching your target objectives?

Sales dashboards are charts showing your daily key metrics, goals and trends in a most visually engaging way, such as pie charts and funnel charts. Click on a section of the sales dashboards to view the real-time data updates, drill through data and gain insight into your business and customers, monitor how your sales reps and sales teams are performing to drive your business.

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At what stage are each of your opportunities?

If you want to show the proportions of opportunities in different stage and probability, you should use sales funnel. For example, to see the amount of opportunities in each stage and their corresponding probability, sales funnel is useful for showing the flow of opportunities through stages and probabilities more intuitively.

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How can you make more accurate forecasts?

CloudCC's forecasting allows effective sales planning, forecast your revenue and assign targets for your team, using key information like deals in the pipeline, quotas achieved during the last fiscal year, and individuals or teams that are working towards their goals. Identify bottlenecks using real-time data and boost your team's performance. This way, you can: correct course before it’s too late, work on deals that are likely to close, or find new deals to work on.

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Can you view the operations of your company on one page?

Visualize your key sales metrics and indicators reflecting your sales objectives and what actions were taken, including sales ranking, payment ranking, upcoming opportunities, sales funnel, sales performance and more. Our sales overview page will show you what actions are needed next to close deals.

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