管道crm.Dashboard Template

What you’ll learn from this Pipedrive CRM Dashboard Template:

使用此PIPEDRIVE CRM仪表板获取所有机会的即时快照，丢失，赢得交易，以及您的团队对您的每月销售目标的进展。连接您的PipEdrive CRM帐户并学习：

• What’s the value of all won deals?Find out how much your won deals are worth in total at any given time. Compare the monetary value of all won deals for the current period to previous time periods.
• 我的销售团队本月有多少交易？See how many deals your sales team closed within a certain period of time. By tracking the number of deals your sales reps close daily, you’ll be able to know if your team members are on track to meet their sales quotas and/or if changes or improvements are needed to optimize your sales process and to keep your sales pipeline healthy.
• 如何监控销售业绩？在任何时候全面概述您的销售管道数据。通过跟踪您最重要的销售管道KPI，例如交易开始，新组织，新联系人，活动，发送和收到的电子邮件，您将能够快速识别改进机会。
• Who is my best performing sales rep?了解您的销售代表处理了多少交易，并由每个销售团队成员赢得的交易总值。使用此信息根据活动的数量来确定您的高表现者，并获得优惠。
• How do I monitor sales activities carried out by team members daily?Conveniently track and monitor key sales activities, including contacts, meetings, opportunities, and more at any given time.
• What are the most common reasons for lost deals?View the total number of lost opportunities and the reason(s) for these missed opportunities. Use this information to improve and change your sales strategy, especially if this is repeatedly stated as the reason why your leads keep opting out from purchasing your product or service.

使用我们与Pipedrive CRM的深度集成来提取额外的数据

您还能跟踪和可视化我们与管道CRM的深度整合吗？谈到领导，销售和收入，几乎都是如此：

• • 销售量pipeline and leaderboards
  • Calls and meetings booked
  • 销售周期持续时间
  • Deals by stage
  • 封闭式韩元（并丢失）交易
  • 销售销售销售活动的销售活动。

There are many, many different metrics and metric combinations you can track using Pipedrive CRM. And in Databox, you can quickly visualize dozens of sales metrics in a variety of different ways, alongside all the important metrics from other data sources you’re using.

Read more aboutbeplay体育appiosDataBox的Pipedrive CRM集成。