Sales reporting with BI Book

BI Book automates Sales reporting, making it easier to track sales and development. BI Book enables, e.g., monitoring the development of individual sellers and the number of contacts, the value of trades made, and the reasons for lost trades. BI Book also provides valuable information on the total value of sales and clarifies which measures you should invest in in the future.

Sales reporting

More individual sales reporting

To increase and develop sales, it is essential that sales metrics and sales reporting are customized to meet your organization's needs. Almost every CRM system offers itself some sales analytics. However, the analytics they already provide do not usually fully meet organizations' individual sales reporting needs. Combining CRM with BI Book enables sales reporting so that the metrics and reports can be fully customized to meet your organization's needs.

Instead of just numbers, BI Book presents CRM data automatically with visual dashboards. BI Book retrieves data for sales reporting directly from CRM.

In BI Book, sales reporting metrics can be varied in several ways with a few clicks. For example, you can easily add scrolling averages to your metrics and filter out deals with any selected criteria.

Customize sales reporting easily for different audiences

BI Book allows you to build a variety of sales reports in minutes for different audiences. It allows you to build, for example, various reports for company management and individual salespeople. For example, you can give an individual seller a report that shows only sales statistics for them.

BI Book combines sales reporting into a single portal, making it easy to create and share reports. BI Book facilitates the sharing and management of sales reports with different user rights. You can find sales reports directly in BI Book, so those who only view the reports do not need to obtain user licenses for the CRM systems themselves. In BI Book, you can also manage which part of your sales reporting each see and whether they can edit those reports or only view them.

Sales reporting with BI Book is automatically updated every day with the most up-to-date data from different systems. As a result, sales reporting is always up-to-date, and the latest version of the reports is available to all users. Learn more about how BI Book enables real-time reporting.

With BI Book, you can easily customize, edit, and improve all reports in your organization with just a few clicks.

Combine data from all the systems you use

You can connect BI Book with numerous target systems. It allows you to combine the whole reporting of your business into one presentation portal and view, for example, sales reporting together with financial reporting.

Develop your business by drilling deeper into the sales reporting figures

BI Book reports allow easy drilling behind sales reporting figures, providing depth to the data. Views are easy to filter, for example, by seller, customer, or product. This way, you can view both aggregated and detailed figures from the same sales report.

Why integrate sales reporting with BI Book?
  • BI Book automates sales reporting.
  • BI Book presents sales reporting data with visual dashboards - use ready-made reports or customize them as you like.
  • Up-to-date reports are always available to you. The data in the reports is automatically updated once a night, but it is also possible to update the reports on your own at any time.
  • You can use ready-made report templates created by experienced reporting professionals.
  • You can conveniently limit the visibility of your reports with different user rights - share viewing and editing rights for different users and groups.
  • You save time and have more time to invest in development and management instead of collecting data.

Integrate BI Book easily with your CRM system