"Lead management" dashboard
"Lead management" dashboard
Analytics with key performance indicators for lead management
Account manager’s dashboard
Account manager’s dashboard
Account manager’s dashboard with essential information on daily routine
Sales pipeline by cases for Creatio
Sales pipeline by cases for Creatio
An add-on that allows you to create sales pipelines based on user cases
‘BCG matrix’ dashboard
Growth Market Share Matrix to review your product portfolio basing on market growth and relative market share in previous quarter
Opportunity completeness for Creatio
Opportunity completeness for Creatio
Calculation of the opportunity data completeness based on selected fields
Send a monthly sales report
Send a monthly sales report
Monthly opportunity data gathering and sending at a pre-defined format by email
‘Order overview’ dashboard
‘Order overview’ dashboard
Latest analytics on orders within current month
Customer segmentation based on paid invoices
Customer segmentation based on paid invoices
Automatic update of account category upon invoice payment
Products detail in Accounts section
Products detail in Accounts section
View of products purchased by customer on Account page
Opportunity Age for Creatio
Start reporting on Opportunity age (Days in pipeline)
