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Marketing Report Builder

Benefits

EBSuite's report builder is the easy-to-use analytic tool to publish marketing reports for executive management. Sales managers can perform analysis to better understand their sales pipelines, measure campaign ROI and sales forecast. Gain insight into sales trends and confirm your intuition to move forward with confidence.

  • Increase pipeline velocity
  • Gain a competitive advantage
  • Confirm sale trends —react with confidence
  • Accurate revenue forecasts
  • Instant real-time reports

Highlights

One-Click Reports and Charts

One-click pipeline reports to reveal potential clogs. Quickly perform sales stage and status reports to understand "what if" scenarios. Charts show trends over time to assist with your marketing budget and planning.

Report Builder

EBSuite's report builder enables your team to search, report and publish your findings. It is our built-in report writer. It allows you to access information across every module. Our report writer will enable you to make real-time decisions to increase your business.

Report Exports

EBSuite's search tools enable sales teams to export their data for import into any analytic program for further analysis. Easily import your information to statistical applications such as: MS Excel, Crystal Reports, Cognos, SPSS or SAS.

Pre-Configured Reports

Over 50 pre-configured —customized reports provide decision making information with selections from drop-down menus. Report parameters include: sales teams, members, time, sales stages, activities and group-by subtotals to quickly understand sales performance. Quick reports are available in real-time to aid in competitive decisions and tactics.

Dashboards for Each Role

Pre-configured, one-click —customized dashboards provide decision making information to each sales role, from sales representative to executives. Presented on the "Main Page" to display critical metrics the instant they login. Sales representatives utilize the sales opportunity chart to identify their most valuable opportunities. Sales managers utilize the pipeline chart to identify clogs and increase pipeline velocity. Executives utilize the sales status and stages to predict future revenue.