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Incorta for Salesforce

Incorta for Salesforce

Incorta Hall: Hall 7A Stand: 7A-A14

Incorta for Salesforce will allow you to quickly understand critical metrics around all objects in salesforce and customize to your needs.  The ability to quickly join other data sets will bring expanded value to your investment.  

  • Provide key insight to your executives to your sales numbers

  • Understand top-selling products and sale rep productivity

  • Make a prediction on revenue goals based on historical win rates 

  • Have a full picture into all your sales metrics on a near real-time basis

Sample Reports and Metrics

Executive Dashboard

  • Amount Won, Amount Expected, Current Potential

  • Won vs. Goad, Expected Won vs. Goal, Potential Won vs. Goal?

  • Current opportunities in the pipeline

  • Historical perspectives through snapshotting

  • Year over Year, Quarter over Quarter, Week over Week 

Stage Velocity

  • Opportunities per stage

  • Win Rate %

  • Pipeline By Stage

Sales Management

  • YTD Activity

  • # of Deals closed

  • $$ YTD Amount

  • Avg. Days to Close

  • # of Days to Close

  • Rep/Account Breakdown By ACV

  • Partner/Account Breakdown by ACV

  • Forecast by Rep

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