Prophet Analytics gives you a comprehensive set of highly actionable, full color performance dashboards. Leveraging an insightful PowerBI reporting engine to aggregate and display information inside the Prophet CRM software, Prophet Analytics transforms your data into interactive graphs and tables making your firm smarter by highlighting trends. Now i'll go into a brief overview of each page that's included out of the box with your Prophet subscription.
"Prophet has helped us not only make more sales calls, but also to make those calls more targeted. It has improved our communications to the team and customers. It helps us track customer obligations and then follow through on those obligations. When a salesperson follows through on a customer obligation, they are a hero. If they don’t, well, then they are a bum. Prophet helps my team be heroes." Gary DelGreco, National Sales Manager, Motorcar Parts of America
The Pipeline Analysis page gives you a broad graphical overview about how your pipeline is doing between any range of dates, covering everything from how your projected, won, and lost revenue compare to each other to where your opportunities are by stage, and even which accounts are projected to bring in the most return. Additionally, we have the grid view at the bottom given you a slightly more in depth look at how each opportunity is doing.
The Activity Report is a great way to track how much and what kind of interaction your employees are having with clients. This is useful for managing how much time is spent on each account, allowing you to tailor your plan of attack to focus in on the biggest fish. Or, inversely, see if there are people spending too much time on smaller accounts.
The Call Report page is a great follow up to the activity report. It lets you breakdown the content of each interaction that your clients are receiving, or focus on the content of how each of your employees are interacting with their clients.
The Opportunity Report lets you see how your company is doing from the opportunity level. Giving you insight as to which employees have the most projected revenue, compared to what they've won and lost and how many interactions they are having with each client. Most importantly however, it shows how long it takes for each opportunity to close broken up by the status they were in. This can be very valuable information helping you dictate when to spend the most time on each client.
The Company Report gives you a great overview of where the companies you do business with are located geographically. This can be invaluable information when deciding where to invest in advertising, new infrastructure, or where to send employees on business trips.
The Contact Report is very similar to the Company Report, but rather than focusing on where the companies are located, it shows you where your contacts are located.
The Product Report is an excellent tool for seeing how your products or services are selling. It lets you graph what you are selling when and to whom between any range of dates, giving you insight into how to best prepare future inventory or staff for future sales coming down the road.
If you or your company has specific points of data that you'd like to have incorporated into a Power BI report in a certain way, just give us a call or send us an email and we'd be more than happy to discuss options with you about how to make that happen. We've got in house Power BI experts ready to make your custom reporting dreams come true.
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"We decided to switch to Prophet, and were impressed with how easy it was compared to the other solutions out there. I just open my e–mail and have all the production schedules, customer tracking, and analysis I needed, right there at my fingertips. Because of Prophet, we saw a sales increase of over 30% in the first 6 months. I would definitely recommend it to any small manufacturing company."