Dashboards · Cloud, data and AI
Visibility across your entire sales funnel.
Track acquisition, offers, leads, contracts and results to understand what works and where conversion is lost.
How it works
- 01ActivityThe funnel generates data
- 02ConsolidationIt is grouped automatically
- 03AnalysisIt is segmented by business
- 04ActionThe team prioritises improvements
The challenge
When each stage lives in a different tool, getting a complete view of the funnel means pulling data together by hand, and decisions arrive late.
What it does
Dashboards centralises the indicators generated by the process and lets you analyse them across different business dimensions.
Dashboards
What you can do.
- 01Track volume and conversion between stages.
- 02Analyse results by channel, campaign, product or agent.
- 03Compare offers made, leads generated and contracts.
- 04Understand performance by segment or customer type.
- 05Spot drop-off points and opportunities for improvement.
- 06Build reporting on the sales operation.
In one sentence
Analytics goes hand in hand with the sales process instead of sitting apart from the funnel.
Products
One piece or the whole process. Your call.
Start where you have the most friction today and add new capabilities as your business needs them. Each eSave solution can work on its own or combine with the rest to build a tailored sales process. We integrate with your current channels, systems and processes to build on what already works.
Works well with
Request a demo
Want to see how eSave would fit into your process?
Tell us how your funnel works today and we’ll show you what we can digitise, automate or connect.