For sales management, it makes a difference whether a deal is in the pipeline, has been ordered or has already been invoiced. Use a cancelled order to check how the KPIs concerned react in the report.
14 specialist profiles and the complementary offer from T-NEX
15 of 15 entries
Publisher's offer first · Other entries alphabetical
T-NEX
Publisher’s own offer
Dynamic AI Reporting · Custom analysis
A T-NEX dashboard on revenue by customer or product would be conceivable for sales. A uniform basis would be decisive, for example invoiced revenue after deduction of credit notes.
Example question What explains the change in invoiced net revenue for the largest customers?
Baremetrics provides reports on recurring revenue, customer retention and customer bases. The data can be exported from the dashboard for further analysis. In addition, the forecast can project the development of net revenue and customer numbers on the basis of the recorded KPIs.
Assessment: Companies with recurring billing and a need for revenue analysis.
Suitable tasks
MRR analysis; Retention reports; Revenue trend
Data and integration
Revenue and customer data of the subscription business.
AI functions
Not documented as a function in the sources consulted. This does not mean that no AI is offered.
Operating model
Clarify the operating model and data location with the provider.
Pricing basis
Request the licence scope and implementation costs for your own use case.
Check before selecting
Check how suspensions, refunds and currency changes appear in the history.
Chargebee RevenueStory contains reports for analysing a subscription business. Finance and sales teams can analyse the development of revenue and customer retention. For comparison with the accounting, what matters is by which rules contract changes and the billing date are taken into account in a selected KPI.
Assessment: Companies that manage subscriptions with Chargebee.
ChartMogul analyses subscription data by recurring revenue and customer churn. For reports, the treatment of credit notes is particularly relevant, because the classification chosen can change the monthly revenue reported. The finance team can check whether the export of a customer cohort matches its own revenue reconciliation.
Assessment: SaaS companies and other providers of subscription contracts.
Clari Analyze examines the development of pipeline and revenue on the basis of CRM and sales data. Historical trends help to investigate changes between quarters. Clari and Salesloft have announced their merger and are listed together here.
Assessment: Revenue operations teams with systematic pipeline analysis.
Suitable tasks
Pipeline development; Revenue analysis
Data and integration
CRM data and other connected sales information
AI functions
Not documented as a function in the sources consulted. This does not mean that no AI is offered.
Operating model
Check the operating model and data location in the offer.
Pricing basis
Clarify the price and required modules with the provider.
Check before selecting
Define what counts as a pipeline inflow and how postponed closings are treated before a quarter-on-quarter comparison.
Close's Funnel Report tracks opportunities through the stages of the pipeline. It shows conversion rates and dwell times. Changes to the assignment of statuses to pipelines can affect the analysis and should be documented in a historical comparison.
Assessment: Sales teams that investigate bottlenecks between specific sales stages.
Suitable tasks
Sales funnel; Dwell time; Close rate
Data and integration
Opportunities and status history from Close
AI functions
Not documented as a function in the sources consulted. This does not mean that no AI is offered.
Operating model
Check the operating model and data location in the offer.
Pricing basis
Clarify the price and required modules with the provider.
Check before selecting
Test a status change and a later restructuring of the pipeline with a known legacy record.
Copper presents pipeline performance by stage. The Summary analysis uses the close date as its time reference and is one of the Pipeline Reports. This makes it possible to examine a reporting month from the perspective of expected or recorded closings.
Assessment: Sales managers with a pipeline maintained in Copper.
Suitable tasks
Pipeline reports; Stage comparison
Data and integration
Opportunities, close dates and stages in Copper
AI functions
Not documented as a function in the sources consulted. This does not mean that no AI is offered.
Operating model
Check the operating model and data location in the offer.
Pricing basis
Clarify the price and required modules with the provider.
Check before selecting
For a closing postponed to the next month, check the allocation in the report.
In the Forecast package, Gong provides its own analysis views by business unit. The dashboards link the view of the sales forecast with the development of the pipeline. The offer is designed for recurring revenue meetings with clear responsibility per business unit.
Assessment: Revenue operations and sales management with a business unit structure.
Suitable tasks
Forecast reports; Pipeline trends
Data and integration
Pipeline and forecast data from Gong Forecast
AI functions
Not documented as a function in the sources consulted. This does not mean that no AI is offered.
Operating model
Check the operating model and data location in the offer.
Pricing basis
Clarify the price and required modules with the provider.
Check before selecting
Check which forecast statuses remain permanently comparable when opportunities change.
Insightly provides reports and graphical dashboards for data and activities from the CRM. Managers can analyse customer relationships and the progress of sales work from the working environment they use. For the selection, the company should define which CRM fields count as a reliable reporting source.
Assessment: Teams that build management analyses from existing Insightly data.
Suitable tasks
CRM dashboards; Sales overviews
Data and integration
Customer, lead and activity data in Insightly
AI functions
Not documented as a function in the sources consulted. This does not mean that no AI is offered.
Operating model
Check the operating model and data location in the offer.
Pricing basis
Clarify the price and required modules with the provider.
Check before selecting
Have a KPI in the dashboard broken down to the individual sales records.
For sales sequences, Klenty shows, among other things, opens and clicks from the messages sent. This information is accessible both at the individual contact and within the respective sequence. The offer addresses the analysis of sales outreach at campaign level.
Assessment: Sales teams that compare several contact sequences.
Suitable tasks
Sequence analysis; Email responses
Data and integration
Contact and email activities of the respective Klenty sequence
AI functions
Not documented as a function in the sources consulted. This does not mean that no AI is offered.
Operating model
Check the operating model and data location in the offer.
Pricing basis
Clarify the price and required modules with the provider.
Check before selecting
Assess opens and clicks separately from actual replies or won orders.
Maxio analyses changes in recurring subscription revenue. The Subscription Momentum Report distinguishes, among other things, renewals, churn and revenue shifts. For SaaS providers, the solution is of interest above all when the development of a customer group behind the total revenue is to become visible.
Assessment: Finance teams with recurring revenue from subscriptions.
Suitable tasks
Subscription revenue analysis; Cohorts and renewals
Data and integration
Subscription and billing data in Maxio.
AI functions
Not documented as a function in the sources consulted. This does not mean that no AI is offered.
Operating model
Clarify the operating model and data location with the provider.
Pricing basis
Request the licence scope and implementation costs for your own use case.
Check before selecting
Reconcile the definition of recurring revenue for plan changes, cancellation and credit notes with the accounting.
Pipedrive Insights analyses how often opportunities are won or lost. The conversion report helps to examine the stages of one's own sales process. The number of reports available depends on the usage limits of the plan.
Assessment: Sales teams with a maintained Pipedrive pipeline.
Suitable tasks
Close rate; Sales analysis
Data and integration
Opportunities and status changes from Pipedrive
AI functions
Not documented as a function in the sources consulted. This does not mean that no AI is offered.
Operating model
Check the operating model and data location in the offer.
Pricing basis
Clarify the price and required modules with the provider.
Check before selecting
Trace a reopened record, or one moved between pipelines, in the report.
Plecto brings together KPIs from CRM, helpdesk and telephony in dashboards. This allows a company to observe the activities of the teams involved as well as opportunities. The provider additionally describes the automation of regular sales reports.
Assessment: Sales and service teams with several operational systems.
Suitable tasks
Sales reports; Contact centre KPIs
Data and integration
CRM, helpdesk and telephony data
AI functions
Not documented as a function in the sources consulted. This does not mean that no AI is offered.
Operating model
Check the operating model and data location in the offer.
Pricing basis
Clarify the price and required modules with the provider.
Check before selecting
For cross-system KPIs, assign the same person, the same transaction and the same period cleanly.
In the Insights Dashboard, Salesflare separates revenue KPIs from team KPIs. The documentation defines, among other things, the value of won opportunities and the time from creating an opportunity to closing. This makes it possible to examine the sales process on the basis of traceable events.
Assessment: Smaller sales teams that regularly discuss their time to close.
Suitable tasks
Revenue overview; Sales cycle
Data and integration
Opportunity values, times and team activities in Salesflare
AI functions
Not documented as a function in the sources consulted. This does not mean that no AI is offered.
Operating model
Check the operating model and data location in the offer.
Pricing basis
Clarify the price and required modules with the provider.
Check before selecting
For an opportunity recorded retrospectively, check the effect on the average sales cycle.
Sugar Sell presents data from CRM records in reports and dashboard elements. The documented process allows moving from the overview to specific records. This allows a sales manager to check a KPI and the associated transactions in the same system.
Assessment: Sales organisations with an existing Sugar environment.
Suitable tasks
CRM reporting; Sales dashboards
Data and integration
CRM records and activities in Sugar Sell
AI functions
Not documented as a function in the sources consulted. This does not mean that no AI is offered.
Operating model
Check the operating model and data location in the offer.
Pricing basis
Clarify the price and required modules with the provider.
Check before selecting
Compare report types and permissions in the product version actually used against the manual.
