March 27, 2024

Enhanced Pipeline Reporting

Improvement

Understanding your sales pipeline is crucial for effective management. That's why we've upgraded our Pipeline Reporting feature. Now, managers can see the number of opportunities at each deal stage, whether they're looking at individual reps or entire regions.

This data is fully exportable, allowing for easy manipulation in Excel or Google Sheets. The new view offers a more detailed understanding of several key areas:

  • You can quickly identify which reps are falling behind in creating opportunities.
  • It's easier than ever to measure the success of your teams, branches, and regions in generating new business.
  • You'll also be able to spot where deals are stalling, helping you take timely corrective action.

Ready to make Proton your secret weapon?