BOS
Sign in Book a demo

Analytics

Reporting that stays close to the record.

Analytics, saved reports, dashboards and a pipeline forecast, built over the same CRM records your team works in every day.

What a pipeline report looks like

Open pipeline by stage, in one currency, for a single quarter. Every bar opens into the opportunities behind it.

Example open pipeline by stage A bar chart of four stages using illustrative sample data in AED. Qualification 285,000. Proposal 342,500. Negotiation 405,000. Commit 252,000. The four stages total 1,284,500 AED. 0135K 270K405K 285,000342,500 405,000252,000 QUALIFICATIONPROPOSAL NEGOTIATIONCOMMIT EXAMPLE DATA · AED · NOT A CUSTOMER RESULT Example open pipeline by stage The same four stages shown as horizontal bars using illustrative sample data in AED. Qualification 285,000. Proposal 342,500. Negotiation 405,000. Commit 252,000. The four stages total 1,284,500 AED. QUALIFICATION PROPOSAL NEGOTIATION COMMIT 285,000 342,500 405,000 252,000 EXAMPLE DATA · AED NOT A CUSTOMER RESULT

The four stages above total 1,284,500 AED. The numbers are invented to show the presentation, and describe no customer, no outcome and no benchmark.

Coverage

What is covered

Pipeline and conversion reporting, performance by owner and team, quota attainment, a weighted forecast, personal and shared dashboards, and export for the analysis you want to do elsewhere.

Multi-currency pipelines

BOS records the currency on the opportunity, so a pipeline spanning several currencies stays reportable rather than collapsing into a single misleading total.

Example

1,284,500 AED

Open pipeline, this quarter

Figures shown are illustrative of the presentation style only. No customer or production data appears anywhere on this site.

Open a figure instead of arguing about it.

Book a demo