INTERNAL SALES ANALYTICS
Sales Report & Forecast
Actual invoiced sales, pipeline forecast and FY target tracking
WEEKLY MANAGEMENT REPORT
Sales performance
Upload the MYOB sales workbook and Bigin pipeline CSV to begin.
Sales Report source: Not uploadedSales Forecast source: Not uploaded
Quarterly sales report
Values taken directly from the Excel Report sheetBudgetInvoiced salesTotal salesSales forecastX-axis: financial quarterY-axis: sales value (A$)
Management assessment
Automatically generatedMonthly invoiced sales trend
Based on MYOB transaction datesInvoiced salesX-axis: invoice monthY-axis: sales value (A$)
Product analysis
Reference customers
Owner analysis
Priority tasks for this week
Generated from sales gaps, opportunity probability and data qualityOpportunity and quote analysis
Customer and quote references are shown for traceability| Opportunity / quote | Customer | Owner | Product | Probability | Booking date | Amount | Weighted | Priority / action |
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