Commercial reporting

How to carry out your sales reporting effectively and monitor the results of your sales team

Compile the key figures related to your commercial activity to achieve your objectives and compare them to reality: this is what Inside offers you, a real commercial reporting tool.

Regularly, you build follow-up tables of your actions carried out and compare them to your sales objectives. They are essential for the proper monitoring of your business activity and help you make the right choices when necessary.
The BI software Inside is your ally to view, control and optimise your sales figures.
With Inside, in a minimum of time, you create your commercial dashboard, highlight your key indicators and define the monitoring summaries of your teams to focus on your objectives.

You are :

 

  • Commercial Director
  • Account Manager
  • Head of Sales
  • Key Accounts Manager

Your missions :

 

  • Analyse the commercial performance of your teams in real time
  • Manage your commercial activity
  • Make strategic choices to achieve your goals

With Inside, you can :

  • Provide good visibility on the progress of the sales process
  • Highlight the results of your sales team
  • Adapt your business strategy according to the analysed figures

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AN OPTIMISED AND RELIABLE COMMERCIAL DASHBOARD WITH INSIDE

With the Inside reporting tool and the functions of Excel, you can easily manage your sales department by creating suitable sales reporting. You have real-time access to all your strategic quantified data to enable you to achieve your turnover. While devoting a minimum of time to the creation of your commercial dashboard, you highlight your key indicators and develop precise monitoring summaries for your teams:

  • Monitoring contributions at the margin
  • Monitoring of the activity of sales teams
  • Top 10
  • Evolution of turnover
  • Comparison of actual result and objectives
  • Summary of commercial performance

INSIDE, A TRUE ASSISTANT TO THE SALES DIRECTOR

Inside Solution: directly connected to real-time commercial data for agile management of your sales activity

You collect all the data essential for your analysis, whatever the initial source of the information: sales made by sales representative, invoicing and payment deadlines from your GRC or your GESCO; the dates and reports of visits, the stages of the sales cycle and the types of customers coming from your CRM; the order deadlines from your ERP

You produce a comprehensive and reliable business dashboard. With Inside, you spend a minimum of time creating your sales reporting. You follow your key indicators and propose relevant action plans to your teams.

Benefit from a precise analysis of your results and adapt your commercial strategy to gain in efficiency

You know perfectly well how to report in Excel, but updating tables is time consuming…. With Inside, you filter information by selecting your feedback axes such as activity, level, market, customer segment, product, etc. The selection criteria are automatically placed in your Excel reporting spreadsheet . Thus the formulas are copied to the cell in an intelligent way to facilitate the creation of your commercial dashboard.

You synthesize the information present in your commercial reporting, highlighting through data visualisation (graphs, gauges, images, etc.) the monitoring of sales volumes, the analysis of the margin by volume, the turnover by category … You highlight the observed progress and you can see at a glance the breakdowns of turnover. Data becomes accessible and understandable to everyone.

THE INSIDE SOLUTION ADAPTS TO YOUR BUSINESS

FINANCIAL REPORTING

With Inside, your accounting department produces and regularly shares reliable reports to optimise the monitoring of your financial activity.

MANAGEMENT CONTROL

You meet the obligation to control your company’s budget thanks to Inside and you are reactive to analyse and publish the budget control.

HR REPORTING

With Inside, you analyse the performance indicators of your teams and meet your legal obligations (gender, equality, etc.) with relevant HR dashbaords.

TREASURY

Inside facilitates the analysis of your cash flows and the control of cash to benefit from a view of your liquidities, investments and budgets.

COMMERCIAL REPORTING

You assess the commercial performance of your team with Inside and put in place the necessary adjustments to achieve the objectives set.

PURCHASE REPORTING

Thanks to Inside you control your purchases in an agile way and consolidate the savings made by optimising the management of your expenses.

DISCOVER THE FULL POTENTIAL OF INSIDE
BY DOWNLOADING THE BROCHURE

Infineo brochure

Our customers talk about it the best…

“The sales department can access comparisons and summaries more quickly with Inside than with the ERP or its own monitoring tools, which it has given up. “

M. BONNET – Controlling Manager at Mitsubishi Chemical Performance Polymers Europe.