An accurate sales forecast and an efficient sales process require a well managed sales pipeline.
TopOPPS allows you to visualize the sales pipeline, drill down to all the supporting information about an opportunity and update the status and activity all in the same interface so accuracy and context is maintained.
Ability to filter the pipeline by Sales Process, Sales Hierarchy, or any other pre-built or on-the-fly filters you would like to create
Pipeline By Stage
The Pipeline By Stage dropdown provides flexibility to change the perspective of the columns, from pipeline stage (Close Won/Pricing Agreement, Proff-Point etc. as driven from your CRM), to Pipeline By Forecast Category, Pipeline by Sales Rep, or Pipeline by Close Date, moving the focus to the most important view.
The Opportunity tile displays high level information about the opportunity, including drillable information like Opportunity Name, TopOPPS AI driven health score, Sales Stage or Forecast Category, Sales Rep and drillable visual clues as to: recent changes forward or back in the sales pipeline; number and details regarding alerts; attainment of key milestones; next steps; recent activity.
Totals By Pipeline Stage or Category
Summary totals at the top of each column show the pipeline value at each stage/categry of the pipelines.
Tasks, Alerts and Forecast
The tasks and alerts icon show the total number of Tasks & Alerts to be completed or requiring an action against the opportunities shown on the pipeline. The forecast shows the current system forecast. These three icons are drillable to allow the user to update tasks, take actions on alerts or pivots to the forecast screen to understand the monetization of the forecast.
TopOpps validates the pipeline with predictive and prescriptive analytics. It infuses AI through out the sales process to support compliance and identifies winning strategies for each opportunity. As AI learns, a winning process is designed and enforced.
Marketing and Sales Funnel
A key component for filling the pipeline and efficiently and cost effectively managing the top of the funnel is TopOPPS Marketing and Sales Funnel analysis.
Visual Funnel Analysis
Review numbers of opportunities or value of opportunities at each stage of the funnel, highlight particular stages of the funnel to view close rates over time.
Current Period & Lifetime Cohort Analysis
Cohort analysis provides two perspectives, (1) within the selected period and (2) To-date analysis for the lifetime of the cohort. The view can reflect either number of opportunities or dollar value of opportunities. Amounts are clickable to view detail opportunities supporting won, lost, pushed.
Conversion Rates by Stage
Understand the win rates from any point in the sales pipeline historically over time based on the stage selected.
Cohort Analysis Selector
Provides the ability to analyze results from a particular chort to answer questions like "What happened to all the leads we generated in Q2?" or "What conversion percentages is our current sales funnel running?...and compared to previous months/quarters?"