Sales Pipeline Manager (CRM) Power BI Template

Description
Are you looking for a simple yet intuitive tool to manage Sales Pipelines? Are you burdened by the thought of the heavy manual data entry work for your team’s sales data?


We have a solution, just for you! Get ready to revolutionize the way you manage your sales pipeline!


Our Sales Pipeline Manager (CRM) Power BI template is your ultimate solution for efficient sales data analysis and visualization. Say goodbye to manual data handling and hello to automated insights that drive better decision-making.
This CRM Sales software provides visibility to your sales funnel and enables you to take smart decisions to improve conversion and increase sales.


BENEFITS OF SALES PIPELINE POWER BI TEMPLATE
1. Gain insights into your sales funnel’s efficiency and effectiveness, enabling strategic refinements.
2. Identify and address sales funnel areas that hinder conversion rates for improved performance.
3. Detect bottlenecks, act swiftly to make changes to the sales cycle, and boost overall efficiency.
4. Explore your sales pipeline across dimensions like Lead Source, Industry, Location, Sales Executive, and Product for comprehensive insights.
5. Evaluate the richness of your active pipeline, paving the way for accurate future sales predictions.
6. Extract actionable insights into successful deal patterns, enabling focused prioritization.
7. Transform analyses into actionable strategies, propelling your sales endeavors to unprecedented heights.


HIGHLIGHTS
1. Fully automated Dashboard
   Automated & Interactive dashboard with Sales Funnel KPIs and other key metrics
   View Active Pipeline with projected sales by month and expected deal value
   Drill-down further in your analysis with the various dimensional analysis
2. Simplified Data Entry
   Capacity to handle multiple Sales person’s Excel Data files in SharePoint
   Customizable and unified Settings Excel sheet for all the sales attributes
   Data Validations in place to ensure error free and good quality data.