Navigator: Target Overview in Pipeliner CRM


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Navigator draws upon all the different and complex data sources in the system to deliver proactive insights, advice and guidance to the sales professional in one visual, easily understood screen.

About Pipeliner Navigator

With its breakthrough Navigator functionality, Pipeliner CRM moves far beyond the standard concept of a CRM dashboard. We have brought more focused and innovative ways of bringing instant intelligence to to all users, no matter their function in the organization--intelligence that cuts out the noise for users, allowing them to easily navigate complexity and focus immediately, and in real-time, on what is most important.

With Pipeliner Automata and its central feature, Navigator, we are once again showing that if you approach complexity skillfully, you can extract insight, guidance and intelligence from it and then deliver those in a way that sales professionals can easily consume and use them. Now a sales professional--or indeed any user of Pipeliner--can start their day with the Navigator screen. They will immediately be shown where they need to focus and what they need to address. This is a huge step forward in efficiency, effectiveness and time management which will quickly translate into more time spent selling and growing pipelines. - Nikolaus Kimla, CEO of Pipeliner CRM

Introducing Pipeliner CRM's Navigator [Intro]

Screencast: Play in a new window.

Navigator: Target Overview

Pipeliner CRM Navigator focuses you! Combining our Dynamic Target feature with a Target Trend graph, the user can see progress toward a sales goal--through three different metrics, over a specified time period. The user always knows where they stand with regard to the target, and what they need to do to meet or exceed it.

#1: Set up the target goal

In order to better see your progress toward a sales goal, you need to set up the target goal first, if you have not already done so. In order to set up the target goal, please follow these steps:

  1. Run Pipeliner CRM.
  2. Click on Navigator. Pipeliner CRM Access Navigator
  3. Click on the "Set your goal" button. Pipeliner CRM Edit Target Goal
  4. Pipeliner opens CRM Navigator's profile, in which you can configure your sales goal. Enter the goal into the "Target Goal" field. Pipeliner CRM Setup Target Goal
  5. Target Trend chart will display your target goal in the chart. Pipeliner CRM Review Target Goal

This way you can visually see the goal you are aiming for.

#2: Change the target type

Pipeliner enables you to track 5 different target types. For  sales opportunity management, the most common target type is the Weighed Target. In order to setup the target type, follow these steps:

  1. Run Pipeliner CRM.
  2. Click on "Navigator" within the main menu.
  3. Mouse over the target sign and click on the target icon. Pipeliner CRM Change Target Type
  4. Change the target type to the one you would like to track within the target overview.

#3: Review the target trend chart

The target trend chart is a very unique chart that displays the accumulation of the opportunities values according to their closing dates in time. If you setup the target period for e.g. Q1 of the year 2016, the target trend chart displays only those opportunities that closing dates are within that period of time. The target trend chart changes it's shape on the date of closure of the opportunity and on that day you can review its contribution according to the all target types. In order to review the target values just mouse over the line, and Pipeliner displays all the target types within the day you choose. Pipeliner CRM Review Target Trend Middle Important: Pipeliner CRM Navigator Target Trend Chart always starts with TODAY! You will only see the days to the end of target period you set up within the target settings. If you mouse over the target trend chart on the very first point, it will show you also your won amount to date. Pipeliner CRM Review Target Trend Today

 

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