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LucidEra Pipeline Insight

 

“The actionable information we get from LucidEra is not only improving our forecast accuracy, it’s helping us figure out what best practices trigger sales to close more quickly so we can compete more effectively.”

Review from an Operations Manager on the AppExchange

 

LucidEra Pipeline Insight is an on-demand analytic application that allows you measure the velocity of your pipeline, performance of your sales team, and overall health of your sales process from forecast to close. Built-in best practice reports and metrics and a highly interactive user interface allow you to get answers on demand – not just static reports.

Here are 10 reasons why LucidEra Pipeline Insight has been called “a must have” for any company that extensively uses Salesforce.com:
  1. LucidSnapshots: Understand your past, control your future
  2. New versus existing business analytics
  3. Beginning-of-quarter benchmark analytics
  4. Cross-object analytics
  5. Opportunity – product analytics
  6. Territory performance analytics
  7. On-the-fly calculations such as running sums and percentages
  8. High-level groupings of aggregated transactional data
  9. 3rd party data enrichment including Fortune 500 and Global 2000
  10. Path to integrated CRM and accounting reporting and analysis

LucidEra Pipeline Insight Key Features:

  • Get a complete picture sales performance with comprehensive sales rep scorecards and other
    best-practice sales analytics.
  • Eliminate nasty end-of-quarter surprises with dynamic historical trending and comparison analytics.
  • Know what’s moving and what’s stuck in your sales pipeline with LucidSnapshots.

 

 
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Sales Pipeline InsightGet an overview of

Pipeline Insight.

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Know what’s between you and making your number this quarter with LucidEra.
 
VIEW SCREENSHOTS
Intra-Quarter Pipeline Reports

Sales Rep ScorecardsWhat’s moving in? What got pushed? What’s stuck? Detect and correct before it’s too late with LucidSnapshots.

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Sales Rep Scorecards
Sales Rep ScorecardsWho has happy ears? Who’s sandbagging? If you’re only looking at quota attainment to measure sales rep performance, you’re
not getting the complete picture.

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Trend of New versus Repeat Business
Business Trends
Determine the amount of new versus repeat customers by quarter, region, vertical, and % of pipeline.

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