Visual Sales Reports

Visual sales reports

Visual sales reports

Get insights into the past and predict the future.

Generali Brand

“We achieved better data quality thanks to more precise analytics, and we’ve been able to optimize the time spent during our meetings: before using Sellf, we used to spend almost half the time tidying up and “reading” the data, now we have a visual overview of our team and sales reps performance at a glance.”

Davide Bonalumi

Davide Bonalumi – Insurance agent for the agency Generali Rovereto — read the story (Italian)

Sales Pipelines Report

See the big picture

Our visual reporting section lets understand your sales results instantly with elegant and visual tables and charts.
The Sales Pipelines report allows you to measure the overall efficiency of your sales process over time.
You can see the cumulative total of all your team pipelines and the progress towards your sales goals set for each pipeline.

Sales Pipelines Reports

 

 

How’s your Sales Team Performing?

The won & lost deals Report show your sales results trends and you can easily customize the time interval to monitor.
See instantly the distribution of your company’s closed deals divided by account. Know who’s really bringing you the most profit by setting profit margins and win probabilities. Get confirmation on what’s your best selling product with the highest margin and get reports on how much do any of these customers contribute the most to your overall team sales goals. You can learn as much from the deals you’ve lost in the deals lost report.

Won & Lost Deals Report

How’s your Sales Team Performing?

Do you know who your most profitable customer is? Or who is the best performer in your team? Our sales reports answers all these questions: you can see which members of your team drive the most sales. It also provides you a sales by account report, that shows the cumulative value of won deals by account and highlights which ones are your most important customers.

Revenue distribution

Deal Conversion

Push deals through the pipeline

This report is a visual representation of how your deals are progressing through each of your sales stages, defined in your sales pipelines. At a glance you can see
see how effective your sales team is in turning a lead into a won deal, but you can also identify weaknesses in your sales process over the course of a given timeframe.

Deal Conversion

Push deals through the pipeline

This report is a visual representation of how your deals are progressing through each of your sales stages, defined in your sales pipelines. At a glance you can see
see how effective your sales team is in turning a lead into a won deal, but you can also identify weaknesses in your sales process over the course of a given timeframe.

Deal Conversion Report

Sales Sources Report

SALES SOURCE REPORT

What are your most important customer acquisition channels?

As you and your team begin adding deal sources to deals, you’ll start to assemble an invaluable data set for tracking where your qualified leads are coming from. You will be able to see the best acquisition channels across your team’s deals and apply rich data filters.

LOSS REASON

Why your team is losing deals?

No matter how good your sales team is, some deals will just simply not continue. The failure can be caused by many factors: price, customer needs, aggressive competitors and more. For a sales network it is essential to know these reasons to set the best strategies.
Thanks to the “loss reasons” field you will be able to you track reasons and identify trends in why deals are marked as lost or abandoned across all your pipelines. You can also track the percentage of deals lost by various reasons by individual sales rep.

Loss Reasons Report

Activity Tracking

Who is the best performer in your team?

Get a clear overview of your team performance over time and give them instant feedback on their own activities.You will immediately see who is closing more deals and you will be able to identify early on if someone is having issues and provide immediate help them.
In addition to the activity overview, our leaderboard shows you the level of activities in your team and their achievements in terms of calls made, events, mails sent, won deals and new leads added.

Activity Tracking

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Most loved features by teams and managers

See all the ways we can help your sales team be more effective

 

Customize reports

Each report can be filtered by Area of your team, you can adjust the date range to see how the distribution of your team activities and performance changes over the time.

Email reports

Sellf automatically sends daily summary reports via email to each employee and managers involved, freeing the salesman from the tedious task of filling out forms and reports at the end of the day.

Win probability

Win Probability brings even more depth to your sales pipeline, ensuring you have a better view on the forecasted value of all your active deals.
By setting the win probability for your sales stages, you can predict your sales results and grow your business more predictably.

Socialness Brand

“During our sales meetings we can discuss looking at detailed reports that provide us real-time metrics and KPIs that matters. Plus we noticed that the more the team use Sellf, the more our performance grows.”

Tino Bassu

Tino Bassu – CEO & Co-Founder – Socialness — read the story (italian)

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Team collaboration

Centralize, share information on deals with your team for better co-operation and receive real-time updates.

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