Dashboards

Understanding Your Sales Pipeline Using Forecasting Reporting

February 13
Rebel Saffold III
Blog Posts, CRM, CRM System, Dashboards, Data, Reporting, Sales, Strategy, Systems And Processes

Being able to determine how your sales pipeline is performing throughout the year can be challenging to understand without clear and simple reporting.We would like to encourage you to PAUSE for a moment and develop a visual representation of your sales pipeline.

Why You Need Real-Time Data In Your CRM System and How to Get It

August 15
Rebel Saffold III
Accounting, Automation, Blog Posts, Communication, CRM, CRM System, Dashboards, Data, Integrations, Reporting, Systems And Processes

CRM’s were designed upon the premise that we could use data to drive decision making and strategy, and we have seen that bear out first with how it informed fundraising, and increasingly with how it can inform program and organizational direction.