Filtering and sorting of the results in your Sales Cockpit report
Click a specific pipeline stage in the sales funnel to get only opportunities in this particular pipeline stage visualized in the report. Hide selected columns or filter your opportunities by category. Sort columns within the table by clicking its header.
Opening opportunities and Daylite contacts out of the Sales Cockpit
Navigate to sales opportunities, contacts or companies in Daylite with a simple click in the table. This way you get to all the informations you need quickly and easily.
Printing and exporting as PDF, iCloud upload or email
Save your Sales Cockpit report as a PDF document, send it via e-mail or print it. Present the clearly laid out Daylite Sales Cockpit report without the need of further editing in any meeting.
Indicates a possible decline in revenue by an automated color-coding scheme
The sales funnel is the key visual element of the Sales Cockpit. It visualizes the different stages of your sales process. During the sales process some potential customers lose their interest in closing the deal. That’s why the concept of a sales funnel is based on the notion, that the previous pipeline stage has to contain more opportunities than the subsequent one. In general all pipeline stages should be well-filled so that enough deals can be closed in the last pipeline stage. That implies that all pipeline stages need to be monitore thoroughly. The automated color-coding scheme indicates a need for action. Green stages show you that they are properly filled with opportunities and everything is fine. Orange ones mean that they contain the same amount of opportunities or the same total revenue than the previous stage. Red stages require more additional opportunities because the subsequent stage contains more opportunities or more revenue.
Optimize your sales processes with the Sales Cockpit and recognize possible decline in sales at an early stage. With it’s clear and user-friendly design, the Sales Cockpit with its color-coded sales funnel is the perfect assistant for every sales team.