Crowe Sales Pipeline Management

For Microsoft Dynamics 365™

Sales Pipeline Management

Manage and analyze information about your opportunities, forecasts, goals, territories, and salespeople

Crowe Sales Pipeline Management provides real-time visibility into the performance of your sales organization – right in Microsoft Dynamics 365.

Crowe Sales Pipeline Management gives you the power to forecast measurable performance in revenue against individual and organizational goals, and can be easily configured for a wide range of sales processes.

Crowe Sales Pipeline Management View

Features

Filter section

The Filter section is where you specify the Opportunity criteria you wish to use as your search parameters. Results will be displayed in the Detail section.

Pipeline summary

Provides revenue summaries by pipeline status. Sales goal information is shown for the territory selected and provides real-time analysis of forecasted revenue vs. sales goals.

Details

The Details section displays the Opportunity records returned based on the search criteria defined in the Filter section.

Opportunity fields

The CRM Opportunity form contains the information necessary to manage your sales pipeline. Includes Est. Revenue, Est. Close Date, Sales Stage, Owner, and Division/Region/District.

Territory and goal management

Used to determine your sales organization’s goals. Crowe provides a Goal Management interface that makes setting up and editing goals very easy.

Ease of use

Instant visibility into the pipeline and forecast provides the insight needed for quick decision making, and will eliminate the administrative effort needed to prepare for pipeline reviews.