No other division is as number-driven as sales. What does the forecast look like? How can I optimize my sales potential? Using your gut feeling is outdated. Daylite already offers you some tools to manage your sales. As strategic planning instruments, iOSXpert now offers you 2 new reports: Sales Forecast and Sales Analysis.

Sales Analysis

Optimize your sales potential through a differentiated analysis of your sales opportunities: Which sales opportunities have been closed, which have you lost.

Define a time period to analyze which sales volume and how many opportunities have been won, lost, postponed or discarded for which reasons. You can customize these reasons in the Daylite settings.

A grouping by categories reveals further optimization potential and presents the reasons in a clear table. The number and volume of opportunities are also displayed as pie charts in order to always keep an eye on the distribution.

The color scheme is clear and can be adapted to your corporate design using the Report Designer.

CRM Daylite - Sales Analysis Report

Sales Forecast

View your sales opportunities from a new perspective. In just one report you get an overview of your past and future sales opportunities, can quickly make decisions or improve existing processes.

CRM Daylite Sales Forecast Report

The report is highly customizable to your needs:

  • Select all sales opportunities or one of your smart lists with a selection of sales opportunities.
  • The value of the opportunity can be defined by volume, cost of goods or profit.
  • For sales opportunities that are still open, the value can be displayed based on the probability entered or in relation to the pipeline level reached (at 2 of 4 levels = 50%).
  • The time periods can be displayed as weeks, months, quarters and years.
  • You can set how many time periods you want to view in the future and/or the past.

The now selected parameters determine which opportunities are displayed.

In the display, you can define whether you want to group the opportunities by:

  • Opportunity category
  • Opportunity type
  • Owner/Sales Representative
  • Products & Services

A further Y-axis represents not only the volume of the sales opportunity but also the number of opportunities.

This gives you a “toolbox” for almost any controlling question in a single report.

Want to learn more about our reports?

• How can I buy iOSXpert reports and lists?

• How can I use an iOSXpert report?

• How can I customize an iOSXpert report?

How do I install the iOSXpert PluginCenter?

 We are here to help!
Any questions? Contact our team or visit our HelpCenter.

We are thrilled to add support for QuickBooks Online to our FinanceConnector plugin. With this latest update, you can now see all billing information for your customers directly in Daylite. Open invoices created in QuickBooks directly from Daylite, or jump to the corresponding QuickBooks record with one click. Keep track of paid and unpaid invoices in Daylite. Import items and services from QuickBooks into Daylite. So you can write quotes in Daylite on the go and then send them to QuickBooks for further processing.

And if you use the iO Time&Budget plugin to record hours and control your project budget, you can transfer times recorded in Daylite directly to QuickBooks as invoices.

QuickBooks has long been a leader in accounting software. Intuit’s Online version is a new, modern, web-based cloud accounting platform that is a drastic departure from their old Windows desktop software and the lacklustre equivalents that Mac users have been offered in the past.

Other useful features of QuickBooks include:

  • Being able to see whether a client has opened a sent invoice
  • Importing expenses from your credit cards & bank accounts automatically assigning categories
  • Accepting payments online by credit card or ACH bank transfer
  • Sales tax remittance and optional payroll services
  • Accountant access for book-keeping and end of year tax preparation

Try FinanceConnector today and level up your accounting systems with QuickBooks online. Contact us if you have any questions or would like to reset your trial period to test out this exciting new integration.

Want to learn more about FinanceConnector for QuickBooks?

How do I install the iOSXpert PluginCenter?

 We are here to help!
Any questions? Contact our team or visit our HelpCenter.

Many of our customers use the Mailchimp connection via the iOSXpert extension Marketing&Chat and have missed a function so far: From now on you can transfer the birthdays of your contacts, which you have stored in Daylite, to Mailchimp. Conversely, you can also store birthdays recorded in Mailchimp in Daylite.

Mailchimp is thus able to automatically send birthday emails at the right time. With this function your mailings will be even more personalized: Show your customers your appreciation with automated birthday wishes and prove at the same time that Customer Success is not a foreign word for you.

Read our HelpCenter article to find out how you can use this new function or book a training session to learn all about this new functionality.

How do I install the iOSXpert PluginCenter?

 We are here to help!
Any questions? Contact our team or visit our HelpCenter.