Sales and Activity Analysis | Try it free

Sage Sales Management business analysis section with advanced reporting and sales reports

Widgets & Dashboards

Widgets and dashboards for Data-Driven Insights

Access advanced and attractive reports with Sage Sales Management sales analytics. Gain visibility into your customer portfolio coverage, see how each member of your team is performing and take action based on real data.

Diagram of activity / sales in solution for salespersons

Activities and Sales Charts

Build and manage a high-performing sales team

Visualize at a glance the correlation of your team’s activities and sales. Identify the best techniques used by the high performers and guide those who still haven’t reached their quotas. Detect drops in activity and shape a stellar sales team.

Customer Portfolio Coverage

Ensure your best customers are contacted frequently

Automatically measure and analyze the interactions between your team and your clients by sector, importance, geographic location, sales or any other metric. Ensure that efforts are distributed efficiently throughout your customer portfolio and identify immediately which customers are being left unattended.

Customizable report template in Sage Sales Management Sales Software.

Report templates

Access ready-to-use sales & activity reports. Share them in PDF or Excel

Access ready-to-use report layouts or create your own templates based on your team's needs. Share them with colleagues or externally right within the app or also in PDF and Excel.

Sales Forecast

Easily forecast your team’s sales. Get insights to accelerate opportunities

Forecasting sales of the next six months or monitoring the evolution of the current month has never been easier. Accurately manage your team to allocate the best resources to the most promising opportunities. Detect and correct deviations from your goals instantly.

Widget with ranking and goals for salespeople. iOS mobile with goals in Sage Sales Management

Goals and Ranking

Motivate sales reps with goals. Push them further with competitions

Encourage healthy competition in your team through rankings, quotas and activity goals. Identify your top performers and challenge them to go even further with sales competition. You can also share a common goal to push collaboration.

Sales Analytics