Taimer's BI-reporting tool offers advanced visual and contextual sales insights on your pipelines and won deals to ensure you never miss an opportunity. 

Learn how to:

  • Access the sales insights
  • View insights for pipelines
  • View insights for won deals

Plans and Permissions:

  • Plans: Free CRM, SalesCRM, PM, ERP
  • Permissions: Sales insights

How to access sales insights

  • Navigate to BI-reporting from the sidebar
  • Click on Sales insights

  • Tailor your search by choosing the relevant year, time period, pipeline and sales agent
  • Use Add filters to further filter your results

Pipeline overview 

  • Click on the pipeline dropdown to select the pipeline
  • You can view the total projected revenue and the margin across the different stages of the pipeline
  • Click here to learn more about the Sales pipeline

Won Deal overview

  • Click on the Time span dropdown to select the date range
  • You can view the revenue and margin for the deals won by different sales agents
  • Click here to learn more about Won Deals

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