Birst helps sales managers better forecast, track, and manage the sales process. By combining information from marketing, sales, and finance, sales managers can finally recognize which campaigns drive leads, which prospects make it to close, and how accurately forecasts turn into revenue. Birst can also help benchmark the performance of individual sales professionals, so that you can optimize the performance of your sales team.
With Birst you can easily track your sales results over time, seeing the big picture as well as digging into the details. Birst’s solution allows you to quickly and easily create reports on forecast, quota and actual results and slice-and-dice the data to determine the underlying performance drivers. By comparing sales effectiveness factors like average sale size, close rate, and length of sales cycle across time and across territories, you can make adjustments as you go, continually driving improvements in sales performance and addressing issues before they become problems.
This dashboard has reports on sales, marketing effectiveness, product sales, and pipeline performance.
- Monitor sales effectiveness factors including close rates, average discount, average sales cycle
- Analyze data by product, region, sales rep, territory and other factors to determine performance drivers
- Segment sales to identify overachieving and underachieving products, reps, and channels
- Monitor performance to nurture promising sales reps and improve the productivity of all reps
- Audit lead source quality
- Monitor the pipeline by analyzing leads by source, size, location and other factors
Sales Cycle Analysis with Birst enables you to:
- Calculate the actual conversion rates throughout your sales cycle and calculate statistically relevant stage probabilities
- Put a value on your sales pipeline and be able to slice it by lead source, sales team, product and other key attributes
- Understand sales stage velocity and where bottlenecks occur (by stage, product, campaign, etc.)
Lead-to-close Analysis with Birst provides the insights to:
- Understand how much it costs to acquire customers
- Track leads through to closure and understand the conversion process
- Calculate marketing effectiveness of direct marketing programs and correlate marketing activities to closed revenue
Birst easily connects to your sales automation solution and other key applications
Birst takes data from sales automation solutions, such as Salesforce.com, MS Dynamics CRM, SalesLogix and Pivotal. Birst combines sales automation information with information from other systems, like marketing and finance, so that you can look across departments to see how a prospect comes in from marketing, goes through the sales pipeline, and results in real revenue.
Using Birst Connect, you can schedule Birst to update your reports and dashboards on a regular basis. Since your reports are automatically updated, you will have the most recent information right on your dashboard whenever you log in.
To learn more about how you can use Birst for sales analysis and reporting, contact the Birst Team. Click here.

