All Collections
Metrics
All business information organized and visible for you to make better decisions.
How does the Metrics and Reports menu work?
First Steps
Distribution: Hourly Distribution
Conversion: Activity / Sales Diagram
Conversion: Sales Ranking
Distribution: Portfolio CoverageWith this feature, you can improve visit management and optimise your commercial resources.
Distribution: Most Active Companies
Widget Manager
Activity Score: Measure and Improve Commercial PerformanceOptimise your commercial strategy by measuring what truly matters.
Sales Analytics
Intensity: Activity
Intensity: GoalsWith this functionality, you can easily manage your goals while keeping full control over your commercial performance.
Intensity: Activity IndicatorsWith this functionality, you can monitor all commercial activities in detail and optimise your sales strategies.
Intensity: Activity Ranking
Conversion: Opportunity Pipeline
'Opportunities forecast' Graph
Conversion: Opportunity Funnel
“Traffic Light” widget
'Accounts funnel' Graph
Sales Analytics from mobile devices
DashboardsBusiness Intelligence designed to collect business insights and enhance your sales strategy.
Analytics ProBusiness Intelligence to move your sales
Reports
Get reliable KPIs to measure your sales activity
What is a report?
How to access reports
What types of report are there?
Goal History Report in Sage Sales ManagementThe Goal History Report in Sage Sales Management provides a clear and structured view of goal progress.
Weekly activity report for Starter plansThis weekly activity report enables managers to monitor performance trends, engagement levels, and opportunity management effectively.
Weekly activity report for Professional and Performance plans.
Aggregate scoreboard report
Non-visited accounts report (by visit cycle)
Opportunities report