The cockpit is a compact source of information for the management, sales directors, account managers and sales staff members. It shows graphic analyses and overview lists of sales-related parameters in many and varied cockpit elements.
The JustRelate CRM Cockpit
All important key figures at a glance in the CRM cockpit.
The cockpit elements can be configured individually. They allow you to analyze data from various sources, for example:
Debit/actual value comparisons
Debit values from the sales planning can be compared with data from the pipeline, e.g., the quotes volume or incoming orders.
Actual value displays
The current value of submitted quotes, for example, or the current number of customer visits.
Forecast
Graphic display of the forecast quotes volume, grouped by order probability.
Drill down analyses
Data can be compacted at multiple levels in the three dimensions, customer, case and product. The results are displayed in a table of facts, for example the current order value of products of a specific line of products for a specific customer.
Watchlists
Process monitoring by means of dynamic filters. Values of any kind can be accumulated, e.g., the current number of quotes with escalated reminders, or the current accumulated order value of all lost projects.
Appointments
Overview of sales appointments or service events, also graphically in a map.