The dashboards within Rizer CRM system provides real-time performance metrics, enabling sales teams to monitor their progress against targets and swiftly adjust strategies to improve outcomes.
It acts as a visual tool for tracking and managing customer interactions and sales pipelines, thereby helping teams prioritize tasks and focus on critical activities that drive business growth.
Scoreboard
The scoreboard in Rizer CRM is a visual tool used to track, display, and analyze the performance of the sales team within the organization.
It is broken down into and Individual view, and a Monthly, Quarterly and Yearly view.
The Individual view shows the wins as they com in. Each new row represents a new win and for each new win the table displays: Win date, Deal owner, Company name, Avg age of the deal in the pipeline, and Price related info, broken down into one-off, subscriptions and totals.
The Monthly, Quarterly and Yearly show the total number of deals won in the period, the avg. value of the deals and the avg. age inside the pipeline, and the Total value sold in the period.
Each of these tables allow you to compare values against the Targets or against previous month or year. This allows you to see how you stand against your forecast.
Forecast
The forecast takes into account all deals currently in the pipeline, the win probability depending on stage and the estimated win date. Based on this it makes a projection of how many deals are going to close in the future and with what value.
This allows sales managers to better anticipate future trends and to allocate resources accordingly. Sales managers can use the monthly, quarterly, and yearly forecasts to gain insights into upcoming trends, allowing them to make informed decisions about resource allocation.
The forecast cand be adjusted based on probability, using the filter that provides 3 options:
- Stage + overrides: apply stage probability and any deal-specific overrides.
- Stage only: apply only stage probability.
- Unadjusted: no probability applied.
The Forecast is Monthly, Quarterly and Yearly. Each table shows the future month, Estimated number of deals, an avg. value, and an avg. age, and a total value compared to targets set.
This detailed breakdown provides a comprehensive overview of the expected performance in terms of deals, their average value, and age, allowing for a thorough analysis of the forecasted data.
As with the Scoreboard, Forecasts can be compared with the targeted Total value, or vs. Last month or Last year.
Revenue
The Revenue tables offer a comprehensive view of your organization’s revenue. Again, like the others, broken down into Monthly, Quarterly and Yearly views.
For each period analyzed, the tables provide a detailed breakdown of the number of customers, as well as the existing recurring revenue and new recurring revenue. Additionally, they also include the one-off revenue and the total revenue for the respective period.
It is important to note that this revenue analysis can be utilized to make comparisons against the data from the previous month or year. This comparative analysis offers valuable insights for understanding present performance and predicting future trends.
When working with the Revenue table, you have the ability to refine your search by focusing on a specific Month or year. This allows you to narrow down the data and extract insights pertinent to the timeframe you are interested in.
Similarly, you can employ the same approach to filter the table based on a particular product. By doing so, you can isolate the revenue generated by that specific product, facilitating a more targeted analysis.