Sage Sales Management

How does the Metrics and Reports menu work?

Training

All business information organized and visible for you to make better decisions.

Metrics

Sales Analytics

Conversion: Accounts Funnel

Conversion: Opportunity Funnel

Intensity: Activity Ranking

'Opportunities forecast' Graph

Configure the chart to optimally analyse activity trends in Sage Sales Management and make better strategic decisions.

Chart: "Activity Indicators"

Conversion: Opportunity Pipeline

With this functionality, you can monitor all commercial activities in detail and optimise your sales strategies.

Intensity: Activity Indicators

With this functionality, you can easily manage your goals while keeping full control over your commercial performance.

Intensity: Goals

Intensity: Activity

Optimise your commercial strategy by measuring what truly matters.

Activity Score: Measure and Improve Commercial Performance

Distribution: Most Active Companies

With this feature, you can improve visit management and optimise your commercial resources.

Distribution: Portfolio Coverage

Widget Manager

Conversion: Sales Ranking

Conversion: Activity / Sales Diagram

Distribution: Hourly Distribution

What is a report?

How to access reports

What types of report are there?

The Goal History Report in Sage Sales Management provides a clear and structured view of goal progress.

Goal History Report in Sage Sales Management

This weekly activity report enables managers  to monitor performance trends, engagement levels, and opportunity management effectively.

Weekly activity report for Starter plans

Weekly activity report for Professional and Performance plans.

Aggregate scoreboard report

Non-visited accounts report (by visit cycle)

Opportunities report

Get reliable KPIs to measure your sales activity

Reports

How to Embed Power BI Dashboards in Sage Sales Management

Business Intelligence designed to collect business insights and enhance your sales strategy.

Dashboards

Analytics Pro

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A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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Metrics

Reports

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