Accelo gives you tools to move more deals, making them faster to close so that you can begin doing the project work you love.
Visuals like dashboards on pipeline forecasting, the sales funnel, and team's win/loss rates can help spot areas of improvement overall, while list reports give individuals sharp focus on moving deals forward, while keeping an eye on what has been done (such as the number of days since last contact).
Using this guide, you can:
The Sales Dashboard can be found by hovering your cursor over the Dashboard icon in the Navigation bar and selecting Sale Dashboard.
Your Sales Dashboard offers a convenient breakdown of your sales pipeline and income forecast, as well as a breakdown of each salesperson's individual performance.
To get to the sales list, click the Modules Button and select Sales.
Once viewing the list, you will first be presented with all of the sales your team has ever worked on.
A. Quick filters: Pre-defined filter reports that answer common questions such as "What sales am I working on?" (Assigned To Me).
B. Advanced filters: You can use the dropdown filters buttons on the top of the list to view more specific lists (such as sales with a Value > 50,000 AND Salesperson: Rebecca). To save these lists, click Save As to save for just yourself (My Filters) or your team (Shared Filters).
C. Export list: Lists can also be Exported to Excel format for easier sorting and filtering, reporting on custom fields that aren't shown in the list as well, and running more advanced operations like averaging.