Driving predictable revenue is what every company dreams of. And while building a pipeline is critical, it’s really only half the battle. Revenue teams need to regularly analyze the health of their pipelines in order to keep them healthy, look for risk, take steps to minimize risk, and act to ensure that they avoid future risks. ConnectWise Sell Reporting gives you the visibility you need to win.
Explore the sales reporting features of ConnectWise Sell
ConnectWise Sell Sales Reporting leverages business intelligence to optimize data and present pre-designed views. A Microsoft® Power BI® workbook highlights key metrics of your sales pipeline, and the pre-built dashboard organizes all relevant data for your analysis.
Built in the cloud, ConnectWise Sell administrators have access to intuitive tools for quickly viewing partners’ quoting data—from anywhere. Data can be linked and imported from other sources, and custom workbooks can be easily created for in-depth analysis.
Built-in security features let administrators create specific workbooks and manage workbook access. To keep data safe, ConnectWise Sell Sales Reporting enables administrators to carefully control and allow or deny access to organizational data—by user, group, or by department.
ConnectWise Sell Sales Reporting helps you look beyond capacity and bookings to identify the key inflection points in your sales cycle. Understand why you win or lose deals, to which customers, and why. Stay informed of pipeline health, spot risk, and activate upside.
Built on Microsoft Power BI, ConnectWise Sell Reporting dashboards are easily customizable. We continue to develop new BI functionality, like streaming analytics in real-time during the creation and delivery of quotes—all delivered automatically via the cloud.
You’ll have full support in getting the ConnectWise Sell BI platform up and running, and ConnectWise Sell consulting is available for help in creating custom BI reports and views. Plus, you’ll have access to Power BI support material from Microsoft.
“The integration of ConnectWise Sell into our CRM has really paved the way for us to automate a lot of our workflows and processes. That has cleaned up a lot of the information in our system and keeps us on track with every step of the pipeline.”