Analytics & BI
Sales forecast, reports by pipeline/conversion/activity and real-time dashboards
Complete Business Intelligence with revenue forecast, sales reports by period, pipeline by stage, conversion by owner, activities by team and product analysis. CRM dashboard with consolidated metrics and stagnation alerts.
Features
Everything you need to transform your operation
Revenue forecast
Sales forecast based on pipeline history, conversion velocity and seasonality.
Sales report
Volume, average ticket, revenue by period, monthly comparison and trends.
Pipeline report
Leads by stage, average time in each phase, advancement rate and bottlenecks.
Conversion report
Conversion rate by owner, channel, product and period.
Activity report
Calls, messages, follow-ups and tasks by agent and team.
Stagnation alerts
Automatic notifications when leads stay in a stage longer than expected.
Ready to learn more?
Talk to a specialist and discover how ERA can transform your operation.
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