Typical views
Pipeline by stage, win/loss analysis, rep activity, margin by segment, and forecast based on historical conversion. Views are tuned to how sales managers run weekly and monthly reviews—not generic BI defaults.
Reports
Sales reports — pipeline, funnel, and team results
We build reports that answer sales questions: what is in the pipeline, what converts, and where margin is lost—without stitching together ten spreadsheets.
Data sources
CRM, telephony, marketing automation, and ERP—we map customer identifiers so numbers align with operations and finance. We document refresh cadence and ownership so disputes about “whose number is right” do not return every quarter.
Iterative KPI rollout
We start with one “must have” view, demo on live data, gather sales feedback, then expand the metrics dictionary—a typical Agile cycle without months of specification in a vacuum.
Decisions the reports support
Capacity planning for the team, focus on stages with leakage, discount and margin guardrails, and realistic forecast for leadership. Each new metric is tied to an action someone in sales can take—not vanity charts.
Other reports in the portfolio
Related capabilities
Describe the reports you need — we will tailor KPIs and data sources in short iterations. info@tensorfrog.it
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