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Reporting Services for Sales Managers

The responsibility of the sales manager is to deliver the agreed sales target or sales forecast without exceeding expenses or discounts.

But just as global competitors start taking bites out of market share the costs of running a sales team are escalating.
So it's costing more just to maintain the same level of activity.


Some sales people and some teams are clearly more effective than others, in other words...

  • they close more of the opportunities they start
  • they progress their opportunities more quickly from start to close
  • they manage a healthy business funnel
  • they lose fewer opportunities near the end of the sales cycle after significant investment
  • they rarely need to offer additional discounts to close their business at the end of the period.

Business Pipeline Fitness

Few businesses achieve their optimal pipeline fitness. Typically they acquire too few fresh leads but invest too much resource into opportunities that are eternally 'about to close'! Thus risking precious resource on lingering opportunities.

We help sales managers spot and standardise on exceptional performance.

By discovering and analysing the processes of the best sales people we help raise the performances of everyone...

  • identify the most effective sales process in your business
  • analyse the stages followed
  • speed up the pipeline and reduce dwell time of opportunities at each stage
  • raise overall conversion of enquiries to sales as well as conversion at each stage in the sales process
  • monitor the number and quality of new enquiries
  • report on the overall fitness of the sales funnel.

Then we help you share best practice among your sales staff ...

  • keep track of how each of your sales teams is performing against the best
  • make sure that there are enough fresh leads to survive the overall wastage in the sales process
  • publish pipeline fitness profiles
  • track the dwell time at each stage of sales processes
  • standardise across all your sales teams those processes that work for your best sales people
  • avoid spending too much time on opportunities that never seem to progress.

We can deliver the business pipeline reports you need.

We can write the pipeline analysis reports that you need but which are rarely delivered with standard CRM applications.
With our reports you'll immediately identify the potentially large differences between the effectiveness of your best and average performers.

If you are interested in more information about the topic covered here or wish to receive a FREE Customer Intelligence audit please get in touch. You can call +44 (0) 1628 629576 or click here to send an e-mail.