Take Data-driven
business decisions
Real-time Limitless Analytics Opportunity
We help Building your own Reports
Available in all our plans!
As the central place of your sales activity, UPilot tells you in real-time all the insights you need to analyze, anticipate and take actions.
Instant Sales & Revenue Projections
- Total revenue projection by month
- Value of deals closing by month
- Weighted Revenue over Time vs Targets
- Unweighted Revenue over Time vs Targets
- Total projection by salesperson by month
Pipeline Analysis
- Pipeline change by week by sales person
- Pipeline number of deals by stage weekly progress
- Expected revenue by sales person
- Unweighted pipeline by month
- Pipeline lost by month
- Weighted pipeline by client
Sales & Deals Analysis
- Weekly/Monthly/Quarterly Sales vs Targets
- Sales by Account
- Sales by Category
- Average Deal Size by Sales person
- Deals won by Sales Rep over time
- Deals lost by Sales Rep over time
- Closing Ratio by Sales Rep over time
Activity & Tasks Analysis
- Task type by person over time
- Number of tasks done by Rep over time
- Planned Tasks by Week
- Tasks Planned vs Tasks Done
For us, it’s really useful to have these reports related to our campaigns to make the information more accessible to our sales team.”
Camila Fernandez
Marketing Director, SUMAC