Get actionable sales insights on pipeline leads – Help Center

Discover new opportunities, get a complete overview of your pipeline and closing probability.

Content

Access the sales insights
View insights for pipelines

Description

Heeros PSA's BI-reporting tool offers advanced visual and contextual sales insights on your pipelines and won deals that ensures you never miss an opportunity and empowers you to close deals faster.

Permissions: Sales insights

How to access sales insights

Navigate to BI-reporting from the sidebar
Click on Sales Insights
Navigate to the Pipeline Leads icon in the right top corner

What kind of insights can you access?

Click on the toggle button in the header to access two important sales-related data points.

Pipeline Leads: here you will find data on all the leads (opportunities) available in your pipeline(s)

Projects | Won Deals: here you will find data on all the leads that were marked as won (billable or invoiceable projects)

Pipeline Leads

You can tailor your search by choosing the relevant year, time period, pipeline and sales agent. and Add filters to further refine the results.

Get a complete overview of your leads data grouped by their creation date. Click on the boxes to open the slider with more detailed insights.

Pipeline overview

Click on the pipeline dropdown to select the pipeline
You can view the total projected revenue and the probable closing value for the different stages of the pipeline
Click on the figures in the table to open a slider with detailed insights on the specific stage
Click here to learn more about the Sales pipeline

Pipeline by Stage & Expected Close Date

Get a month by month visual overview of the different stages of the pipeline. Click on the figures in the chart or the table to view detailed revenue insights on the closing deals for the different accounts in each stage.

Project Type

Get insights on your leads classified by their project type. Click here to learn more about project types.

Project Category

Get insights on your leads classified by their project category. Click here to learn more about project categories.

Pipeline Leaderboard

Get insights on your teams performance. View pipeline leads value and probability for selected timeline vs. previous period. Click on table row to dig deeper and view slider with data.

Filter in the box to view values by:

sales agent
account manager
account group
project manager
account
sub unit

Pipeline by Owner & Account

View pipeline stages by owner and value. Click on row to dig deeper and view slider with data.

Filter to view values by:

sales agent
account manager
account group
project manager
account
sub unit

Leads by month

View pipeline by month and owner, get a complete view of all your new leads created, lost or put on hold. Click on value to dig deeper and view slider with data.