"Power BI for Synergy gives management the visibility they need to steer the business."
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.
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Select one of the periods to filter the rest of the page.
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Then ctrl-click on a Project Manager or Client to filter to only those specific projects in the table.
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Switch from Unweighted to Weighted figures.
The Revenue Pipeline & New Projects Forecast transforms this information into a monthly revenue forecast.
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Click any part of the chart to see the corresponding projects in the right-hand table.
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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.
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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.
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Select a period and see what sales activity has taken place, for whom and by whom.
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Click on a name to see what sales activity they have been working on.