CRM & ERP Analytics enables you to plan, manage, and measure your customers’ activities and interactions
Erpisto CRM & ERP Analytics is designed to be used by the campaign and marketing teams for the provision of customer insights for more personalized campaigns. Erpisto CRM & ERP Analytics software is intuitive and easy to use and it is designed to put the power in the hands of users instead of technical teams.
[accordian class=”” id=””] [toggle title=”Sales Analytics” open=”yes”]Erpisto Sales Analytics takes sales to the next level by delivering cross-object reporting, historical trending and user-friendly dashboards. Erpisto sales analytics lets you go beyond the weekly pipeline reports and deliver all the KPIs that matters the most for the sales performance. Erpisto let you uncover the systemic issues and potentially game-changing opportunities related to sales. You will be provided historical trending and predictive pattern analysis. Erpisto sales analytics provides the best sale analytics practices which help in growing the sales revenue.
| Kpi’s | Description |
|---|---|
| Amount Variance – Won vs Expected Revenue | Amount Variance – Actual Revenue vs Expected Revenue plotted for current year and last |
| Average Deal Size across Quarters | |
| Average Sales Cycle (Days) across Quarters | The Average days spent in closing the deal (both won & lost) across the various quarters |
| Closed Revenue Last 2 Years | Closed Revenue last 2 years with growth percentage |
| Closed Revenue This Quarter | Closed Revenue this quarter |
| Deal Count vs Sales Cycle Time (Age Tier) | The number of deals done grouped based on the days spent in closing the deal (both won & lost). Plotted for the whole period. |
| Deals Count vs Sales Cycle Time | No of Deals closed vs the Sales Cycle time (Age Tier) spent on closing the deals (both won & lost) plotted for the whole period. |
| Deals won in last 13 months | Deals won in last 13 months |
| Existing vs New Customers Sales in 2012 | Sales from Existing vs New Customers in 2012 |
| Monthly Sales Report | Monthly sales with average deal size and No of deals. |
| Number of Deals – Current vs Last Quarter | Number of deals won in the last two quarter grouped by the deal size |
| Quarter over Quarter Comparison – Last 4 Quarters | Quarter over Quarter revenue comparison Last 4 Quarters |
| Quarter Over Quarter Revenue Across Years | Quarter over Quarter revenue along with Growth % |
| Revenue – Current Vs Previous Quarter | Total Sales, Average Deal Size, Total Number of Deals Won and Win Rate% |
| Sales Funnel Report | Report that shows the sales funnel – leads to potentials to closed sales |
| Sales this Quarter by Deal size (Amount Tier) | This Quarter sales categorized by Deal Size |
| Top 5 Deals This Quarter | Top 5 sales deals this quarter. |
| KPIs | Description |
|---|---|
| Leads Created by Source this year | Lead Created by each Source in each month of this year |
| Leads Conversion Vs Drop out Analysis – This Year vs Last Year | Leads conversion analysis providing no. of leads converted to potentials, no. of deals won and no. of deals lost. Leads count are categorized based on lead owner. The conversion analysis is compared between this year & last year. |
| Leads Created Across Months | No of Leads created across months |
| Leads Created by each Owner – This month | Leads created by each Owner this month |
| Leads by Source & Status – This quarter | Leads created by each source & their current status this quarter Leads by Lead Source – This month Leads created by each source this month |
| Leads to Potentials Conversion Analysis – This Year | Leads that were converted to Potentials and Won Deals Count for this year are provided. Leads are categorized based on each source. Lead sources which do not have even a single converted lead are not listed |
| Leads to Potentials Drop out Analysis – This Year | Leads that were converted to Potentials and eventually lost are listed in this report. Leads created this year from different sources are considered |
| Top 5 Leads Campaign by Revenue – This Year | Provides the Top 5 campaigns which made the most revenue this year |
| KPIs | Description |
|---|---|
| Pipeline this Quarter | Pipeline this quarter categorized by its stage and age tier |
| Average Number of Potentials Created in each Quarter across Years | Average number of potentials created across years in each quarter |
| Estimated vs Expected Pipeline Revenue This Quarter | Estimated vs Expected Pipeline revenue this quarter |
| Expected Revenue this Quarter | Expected Revenue this quarter and the number of open potentials |
| Pipeline By Amount and Stage | Sales Pipeline by Amount and Stage |
| Pipeline By Count and Stage | Count of open potentials by stage |
| Pipeline this Quarter by Deal Size | Pipeline this Quarter grouped by Deal size and Age Tier. The percentage of contribution is also provided |
| Potentials Conversion Count by Month | Potentials Conversion Count by month. By default current year is plotted. |
| Potentials Created Date vs Their Current Status | Potentials status based on their created date |
| Potentials Creation by Months | Number of potentials created across months. This Year is selected as default. Use filters to select other years and stage |
| Stage Duration | Average duration spent so far by the open potentials present in different stages. This only takes into consideration the active potentials |
| Won vs Expected Revenue – Attainment % | Won Amount vs Expected Revenue called the “Attainment %” for the last 2 years |
| Won vs Lost Deals with Month over Month Growth | Won vs Lost Deal count with month over month growth % for the last 2 years |
| KPIs | Description |
|---|---|
| Expected Deals Next 4 Weeks | Expected Deals in the next 4 weeks |
| Predicted New Business – Next 3 Months | Predicted New Business that could come in Next 3 Months (90 days) |
| Predicted Pipeline Revenue – Next 3 Months | This provides the predicted revenue for the next 3 months (90 days) based on the existing pipeline |
| Quarterly Win Rate | Win Rate % Last 4 Quarters (including this quarter) |
| Expected Deals this Quarter Grouped by Age Tier | Expected number of deals this Quarter grouped by Age Tier |
| Expected Deals with Probability above 80% this Quarter | Expected Deals with Probability above 80% this Quarter |
| Expected number of deals and revenue by Sales person this Quarter | Expected number of deals and revenue by Sales person this Quarter |
| Expected number of deals and revenue by Stage this Quarter | Expected number of deals and revenue by Stage this Quarter |
| Expected Revenue By Stage – Next 4 weeks | Expected Revenue by Stage in the next 4 weeks |
| Expected Revenue from Potentials above 180 days old this Quarter | Expected Revenue from Potentials above 180 days old this quarter |
| Pipeline vs Expected Sales This Year | Pipeline vs Expected Sales for this year |
| Top 10 deals expected this Quarter | Top 10 deals expected this quarter |
| KPIs | Description |
|---|---|
| Bottom 5 Sales Person – Last Quarter | Bottom 5 Sales Persons in last quarter. |
| Last Quarter Pipeline Generation by All Sales Person | Potential Generation by All Sales Person Last Quarter |
| Pipeline Generation by Salesperson last year across each quarter | Pipeline Generation by Salesperson last year across each quarter |
| Sales Person Performance last year | Sales person performance last year across quarters. The rate of growth in comparison to the previous quarter is also plotted |
| Sales Person Performance last year – No of Deals | Sales person performance last year in the different quarters based on deal count. The rate of growth in comparison to the previous quarter i |
| Salesperson performance last quarter | Sales person performance last quarter, in terms of sales, number of deals won, lost and win rate % |
| This Quarter Sales by Salesperson | This quarter sales by salesperson |
| Top 5 Sales Person Last Year | Top 5 Sales Persons based on sales done last year |
| Top 5 Sales Person Current Quarter | Top 5 Sales Persons in Current Quarter |
| Who Lost the Most last year | Salesperson who lost the most deals and deal value last year, segmented by each Quarter |
| KPIs | Description |
|---|---|
| Activities and Potentials Closed by Sales Person | Sales Person Activities report based on Deals Won and Activities Done |
| Activities for Converted Leads | Activities done for Leads classified by Converted / Not Converted |
| Activities for Leads, Contacts, Accounts & Potentials | Activities completed by each Sales Person in the last 3 months categorized by modules |
| Activities for Potentials | Activities done for each Potential categorized based on Stage. |
| Activities handled by Sales Person | Activities handled by each Sales Person |
| Activities Distribution on Won Potentials | Activities type distribution on Won Potentials. Helps to find which Activity type help to win more potentials. |
| Activities Stream – This Quarter vs Last Quarter | Activities flow this quarter vs last quarter |
| Average Days taken for First Activity on Potentials | Average Days taken to initiate the first activity for potentials owned by Salespersons |
| Call time spent for potentials categorized by stages and months | Total time spent on Calls for potentials in each stages categorized by months |
| Calls volume Spread across 24 hours | Calls volume spread across 24 hours of a day. Number of Calls and Average duration is plotted. This month is selected by default |
| Daily Calls Report by Salesperson | Daily Calls count for each Sales Person. Last 30 days is shown by default |
| Calls volume each day | Calls made each day categorized by type |
| Day-to-Day activities – This Month | Day-to-Day activities this month. You can apply filters by Salesperson and Activity Created time to view the report |
| Effective Activity Report – By Activity Type | Effective Activities Report by Activity Type. Helps to find which activity helps to win more deals for each Sales Person |
| Effective Activities Report – By Won Deal | Effective Activities Report by Won Deal. This report will have Tasks, Events, Calls per Won Deal |
| Hot Accounts | Hot Accounts based on number of Open Potentials associated and Activities handled for the Account |
| Hot Potentials (Top 10) based on Activities | Top 10 Potentials with more number of Activities associated |
| Activities on Potentials | Activities report on Potentials created each month by Salesperson |
| Activities trend by Month | Activities trend graph by Month. Categorized by each activity type. |
| Monthly Calls by call type | Calls made across months categorized by Call Purpose. Last 3 months is selected by default |
| Monthwise Events for Sales Person this year | Month wise Events for each Sales Person this year |
| Potentials without any Activities by Sales Person | Potentials without any Activities report. You can filter based on potential created time. |
| Calls completed by each Sales Person classified by Type | Call report based on call type for each sales person |
| Tasks Overdue by Sales Person | Overdue Tasks by Sales person. Also provides overdue days and % of overdue |
| Tasks – Tasks Progress by Sales Person | Tasks Progress by Sales Person report. You can filter based on Due Date. |
| Average time spent on Calls by Sales Person | Average time spent on Calls by each Sales Person. |
| Time spent on Calls by Sales Person | Total time spent on Calls by each Sales Person classified by Call Purpose. |
| Top 5 Sales Person based on Activities Completed | Top 5 Sales Persons based on the Activities completed by each of them. |
| Activities per Won Deal | Average no. of Activities done for each Won Deal by each Sales Person |
| KPIs | Description |
|---|---|
| % of Closed Cases – Month-wise | % of closed cases monthly. |
| Cases Created – Status/Month-wise | Number of cases in each month, and their status |
| Cases Created – This/Last Month | Number of cases for each support person, based on status |
| Cases Created by Hours (This Month) | Case creation split by hour of the day (for this month) |
| Cases Created by Origin – Last 12 Months | Cases created by origin in the last 12 months |
| Cases Created by Status – Last 12 Months | Cases created by status in the last 12 months |
| No. of Open Cases in Each Age Tier | This report shows the number of open cases present in each Age Tier |
| Support Person Performance – This month | Performances of support persons this month, based on cases assigned and cases closed. |