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
  • 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

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)

Pipeline Leads

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.

Pipeline overview

  • 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.

Project Type

Get insights on your leads classified by their project type. Click here to learn more about project types.

Project Category

Get insights on your leads classified by their project category. Click here to learn more about project categories.

Projects | Won Deals

You can tailor your search by choosing the relevant year, date when the deal was marked as won and the sales agent. Add filters to further refine the results. Click here to learn more about Won Deals

Get a complete overview of your Won deals data grouped by their creation date. Click on the boxes to open the slider with more detailed insights.

Won vs. Lost Deals

Get month by month visual overview of the deals won and lost. Click on the chart or the figures to get more detailed insights on the won deals for the given month.

Deals Overview

Get month by month visual overview of the project value and margin. The table on the right also gives you insights on the deals won by different sales agents.

  • Click on the figures in the chart to get the project value and margin data for different won deals for a given month
  • Click on sales agents in the table to view the slider with detailed insights on the projects handled by the agent

Project Type

Get insights on your won deals classified by their project type. Click here to learn more about project types.

Project Category

Get insights on your won deals classified by their project category. Click here to learn more about project categories.

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