Pipeline CRM is an easy-to-use sales customer relationship management (CRM) software for sales teams in small and midsized businesses.
Uncover sales opportunities from Pipeline CRM by tracking value of active, won or new opportunities.
Streamline your sales pipeline by bringing together data from finance, marketing, or any other source to build a comprehensive snapshot of your business.
Generate deeper insights by co-relating KPIs from multiple Pipeline CRM accounts data together on a single dashboard in Numerics.
Following are all the pre-defined Pipeline CRM KPI dashboard widgets bundled with Numerics.
The total number of new deals within your chosen time span.
The total number of new leads and contacts added to your account within your chosen time span.
The value of active deals within your chosen time span.
The value of active deals for a selected user within your chosen time span.
The value of deals lost within your chosen time span.
The value of multiplication of the deal amount by the probability within your chosen time span.
The value of multiplication of the deal amount by the probability for a selected user within your chosen time span.
The value of deals won within your chosen time span.
The value of deals won by a specific user within your chosen time span.
The value of deals lost by a specific user within your chosen time span.
The value of new deals for a selected user within your chosen time span.
Keep track of changes in your company’s Net Promoter Score.
Track support staff performance & drive customer success.
Monitor sales pipelines, campaign performance or bring in custom data using SOQL queries.
Deploy dashboards organization wide
Team Dashboard App for the Apple TV