Sales Forecasting and Reporting Solution

Real-time Sales Reporting Delivers Accountability

Real-time Sales Reporting Delivers Accountability

Sales Management Reporting Applications help sales organizations grow revenues more quickly, predictably and profitably by improving the operating performance of the sales organization, enabling it to make more accurate forecasts, better manage sales resource decisions and improve sales force productivity.

Actuate for Sales Management provides daily operational details to sales managers and analysts as well as scorecards with KPI metrics for senior management.

Sales Management solutions built on Actuate are Enterprise Reporting Applications that provide sales intelligence to internal or external field representatives, sales management, and executives to help monitor pipeline and revenue activity. Sales reporting includes important information such as sales by sales rep, customer and channel. Sales reporting also provides deal-specific details, including status by phase of a deal and individual sales rep commission statements.

To manage key customer accounts, new opportunities and supply and demand processes, each user involved in the sales process needs the right set of sales reporting tools in real-time.

  • Field force - personalized Web reports or spreadsheets to track active deals and verify commissions
  • Executives - dashboard of revenue, pipeline, and other field sales key performance indicators
  • Sales analysts - sophisticated ad hoc query and analytical tools for customer, channel or geographic analysis

Distributing Accountability throughout the Enterprise

Sales Management solutions built on Actuate generate reports that can be distributed on a personalized, daily, and on-demand basis to all sales representatives and managers with revenue responsibility. These Enterprise Reporting Applications:

  • Integrate data from multiple SFA and CRM systems in real-time
  • Provide accurate, up-to-date reports, requiring zero-user training
  • Scale to support the entire sales force inside and outside the enterprise

Providing Execs Key Performance Indicators to Take Action and Track Operations

Sales managers need to see sales metrics such as sales force productivity, customer inventory and up-sell/cross-sell rates in context of other leading operational indicators. Actuate delivers these KPIs in an intuitive format - across sales geographies with maps for visualization, allowing managers to quickly spot areas that need further attention.

Select Sales Forecasting and Reporting Customers

  • Lincoln Financial Distributors
  • Gyrus ENT

View customer success stories
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Contact Actuate:
800-914-2259
(N. America)

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Want to learn more?

To get more information about Actuate for Sales Management or to answer any of your questions, please contact an Actuate expert at 1-800-914-2259 (US & Canada) or contact us by email. You can also contact one of our offices worldwide.