European CRM · 4softcrm
Sales dashboards and reports — pipeline, weighted value and goals
See the pipeline value weighted by each stage's probability, track the team's goals, and build your own reports that you can export to CSV.
Sales figures, up to date
Weighted pipeline value
Each stage has a probability, and the pipeline shows both the total and the weighted value.
Goals
Set goals for the team or for each rep and track how much has been achieved.
Custom reports
Define reports on your CRM data and run them at any time.
CSV export
Any report can be exported to CSV for further analysis.
Instead of piecing figures together in Excel at month-end, you see in the CRM what the pipeline is worth, how much of the goal is reached and what your reports say — on data the team updates every day.
Frequently asked questions about reports
Each deal's value multiplied by the probability of its stage, summed across the pipeline.
See where your pipeline stands, today
Set up stages with probabilities and the team's first goal.