Sales pipelines: Sales leaders need more than snapshots, they need trends

A sales pipeline may look rosy on a Power BI dashboard. But can it reveal that a $2 million sale in the close stage belongs to a sales rep who is a slow closer? Snapshot views provide no historic context, which is what sales leaders need for a truly accurate forecast. "I can do a lot in Power BI, but what it's missing is the third leg of the stool, which is that you have to collect progress and time-based  data," says David Kohar, a managing director with Edgewater Fullscope ...read more
Related
Recommended