Taimer's BI-reporting tool offers advanced visual and contextual sales insights on your pipelines and won deals that ensures you never miss an opportunity and empowers you to close deals faster.
Learn how to:
Access the sales insights
View insights for pipelines
Plans and Permissions:
Plans: Free CRM, Sales CRM, PM, ERP
Permissions: Sales insights
How to access sales insights
Navigate to BI-reporting from the sidebar
Click on Sales Insights
Navigate to the Pipeline Leads icon in the right top corner
What kind of insights can you access?
Click on the toggle button in the header to access two important sales-related data points.
Pipeline Leads: here you will find data on all the leads (opportunities) available in your pipeline(s)
Projects | Won Deals: here you will find data on all the leads that were marked as won (billable or invoiceable projects)
You can tailor your search by choosing the relevant year, time period, pipeline and sales agent. and Add filters to further refine the results.
Get a complete overview of your leads data grouped by their creation date. Click on the boxes to open the slider with more detailed insights.
Click on the pipeline dropdown to select the pipeline
You can view the total projected revenue and the probable closing value for the different stages of the pipeline
Click on the figures in the table to open a slider with detailed insights on the specific stage
Click here to learn more about the Sales pipeline
Pipeline by Stage & Expected Close Date
Get a month by month visual overview of the different stages of the pipeline. Click on the figures in the chart or the table to view detailed revenue insights on the closing deals for the different accounts in each stage.
Get insights on your leads classified by their project type. Click here to learn more about project types.
Get insights on your leads classified by their project category. Click here to learn more about project categories.
Get insights on your teams performance. View pipeline leads value and probability for selected timeline vs. previous period. Click on table row to dig deeper and view slider with data.
Filter in the box to view values by:
Pipeline by Owner & Account
View pipeline stages by owner and value. Click on row to dig deeper and view slider with data.
Filter to view values by:
Leads by month
View pipeline by month and owner, get a complete view of all your new leads created, lost or put on hold. Click on value to dig deeper and view slider with data.
Filter to view values by:
Pipeline by close date
Get a total view of all your leads by closing date and month. Click on graph pillar to view total values in popup and click to view leads in slider.