Sales

Power BI for Synergy provides CRM style visibility of your opportunities, revenue pipeline, and wins and losses.

"We don't need a separate CRM package to manage our sales opportunities."

Upcoming Opportunities allows you to see the proposals you have in the pipeline, who owns and who they are for.

?

Select one of the periods to filter the rest of the page.

?

Then ctrl-click on a Project Manager or Client to filter to only those specific projects in the table.

?

Switch from Unweighted to Weighted figures.

 The Revenue Pipeline & New Projects Forecast transforms this information into a monthly revenue forecast.

?

Click any part of the chart to see the corresponding projects in the right-hand table.

?

Click any entry in the tables to filter the results. Use ctrl-click to select multiple items.

Analyse your Win/Loss Rates to understand where you are converting successfully and where you have room for improvement. 

?

Click on any part of the visual to filter the results including the project drill-down list.

Combining Win/Loss Rates with your cost-of-sales gives you visibility of your sales productivity. You can then drill down into where your business development time is being spent, by whom and for which clients and projects.

?

Select a period and see what sales activity has taken place, for whom and by whom.

?

Click on a name to see what sales activity they have been working on.