Projected to Actuals mini-app:
Uncover discrepancies between your pipeline and reality.
The problem
Your pipeline is rock solid, but billing is 20 points off. And worse, you won’t even know about it until the quarter is over. Sound familiar? All quarter long, you rely on pipeline data to predict your actual performance. But it rarely does.
The answer
Advantenon can uncover those discrepancies. We connect your pipeline data with actual from your financial and operations systems. The result: Accurate, up-to-the-minute information and meaningful analysis. So if billing is off, you’ll know it today, not two weeks after the quarter ends.
Mini-app Highlights
- Compare pipeline data with real-time actual from your financial and operations systems
- Determine in real time if billing is off—and where
- Break down data by customer, vertical market, sales rep or region
- Drill down through multiple levels, i.e., region to territory to sales rep
- Connect to data in your CRM, billing and other systems in real time
- Use specially created, or manually created calculations or algorithms to apply unique close rates to pipeline data
- Get accurate, detailed information and meaningful analysis with drill-down ability
- See actionable, real-time data to make better-informed decisions
- See colorful, easy-to-read charts and graphs
- Access data on any platform, even mobile devices
Reports & dashboards included
- Pipeline closed vs. amount invoiced for current month and quarter
- Expected pipeline to be closed by month-end and quarter-end
- Sales reps exceeding plan
- Sales reps likely to fall short of plan
Data sources we can connect to
- Invoice data from accounting system
- Pipeline info from CRM system
- User-created spreadsheets
- Project management data
- Text file extracts from other systems
- Databases from other systems (SQL Server, Oracle, etc.)
Price
$7,450
This price includes the mini-app, all reports and dashboards, and integration to your custom data sources.
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View projected sales vs. actual sales by year/month, region, sales manager or employee.
View total pipeline vs. projected close amounts by employee and time period.
View and interact with the same data on your mobile device.