Monitor sales revenue, win rate, leaderboard and won deals development in one view.
Content
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Access the sales insights
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View insights for won deals
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 and analyse won deals KPI's.
Permissions: Sales insights
How to access sales insights won deals
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Navigate to BI-reporting from the sidebar
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Click on Sales Insights
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Navigate to the Won Deals icon in the top right corner
Projects | Won Deals
You can tailor your search by choosing the relevant year, date when the deal was marked as won and the sales agent. Add filters to further refine the results. Click here to learn more about Won Deals.
Get a complete overview of your Won deals data grouped by their creation date. Click on the boxes to open the slider with more detailed insights.
Won vs. Lost Deals
Get month by month visual overview of the deals won and lost. Click on the chart or the figures to get more detailed insights on the won deals for the given month.
Deals Overview
Get month by month visual overview of the project value and margin. The table on the right also gives you insights on the deals won by different sales agents.
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Click on the figures in the chart to get the project value and margin data for different won deals for a given month
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Click on sales agents in the table to view the slider with detailed insights on the projects handled by the agent
Project Type
Get insights on your won deals classified by their project type. Click here to learn more about project types.
Project Category
Get insights on your won deals classified by their project category. Click here to learn more about project categories.
Won Deals Development
Get insights on your won deals by month stacked comparing current fiscal and 3 previous fiscal years. Click on table to view projects in slider.
Win Rate Monthly
Analyse your win rate by owner. View by own leads or all leads in pipeline.
Win-rate / win-ratio is calculated by dividing the number of sales opportunities converted into successful deals by total number of opportunities available to the sales team.
Often referred as “close rate”, this win rate is calculated based on the number of successful deals out of the sales qualified leads in the pipeline for a period of time. Measuring this type of win rate is important for identifying conversion problems or finding ways to improve your sales process.
How to calculate Leads to Won deals:
Win rate % = (Total amount of leads won / leads) * 100
We have to different ways of calculating Win Rate:
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Win rate all leads: Sales agent vs. all leads
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Win rate own leads: Sales agent vs. own leads marked as the sales agent's
Won Deals Leaderboard
View your leaderboard by owner for selected timeline, deal value vs. previous period. Click on table row to dig deeper and view slider with data.
Funnel by Sales Agent & Account
Get a total overview of your pipelines, won deals, on hold and lost in one view. Filter according to owner from by:
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sales agent
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account manager
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account group
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project manager
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account
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sub unit
Won Deals Monthly
Get a total overview of all your won deals by month and fiscal year. Click in field to view projects in slider.
Filter by:
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sales agent
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account manager
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account group
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project manager
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account
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sub unit
