Power up your sales process with our enhanced sales reporting.

2021 is fast drawing to a close – but we still have plenty going on here at Cognition360!

This month, we’re putting the spotlight on our Sales Reporting capabilities. Cognition360 enables you to drill down into layers of sales detail and establish a clearer picture of where your MSP is, and where it needs to be to drive business success.  Check out the sample reports below and watch our recent Insights Excavator Sales Report demo to clients, presented by Cognition360’s Partner Success Manager Christy Perez, and Senior Consultant Eamon Magan. The session covers five main reports: Opportunity Dashboard, Sales Dashboard, Sales Pipeline, Products Sold, and Sales Audit Analysis. Information includes the following:

  • Opportunity Won and Lost information
  • Review month on month data for won and lost opportunities
  • Adjust by Probability score to analyze lost opportunities
  • On-page filters for quick navigation to last/current year, quarter and month
  • View opportunity data by month created and status of the opportunity
  • See current and historical data, how many opportunities are still open, etc.
  • Sales pipeline data showing funnel for next 90 days
  • Opportunity revenue per month, per sales rep and per sales stage.

Then, if you like what you see – sign up for a free, no-obligation trial to see how Cognition360 can help transform your business.  I do hope you’ll give it a go!  Need more convincing? Look through our case studies library to see how some of our clients are using Cognition360 in their business.

Wishing you Happy Holidays and a prosperous New Year. We look forward to helping you transform your business in 2022.

Aaron Kennedy, Cognition360 CEO

Best regards,

Aaron Kennedy
CEO, Cognition360

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Spotlight on Sales Reporting

Sales Opportunities Won/Lost

Cognition360 Sales Report Screen 1 | Opportunities Won/Lost| December 2021

View Sales Opportunity Won and Lost information. Review month on month data for won and lost opportunities. Adjust by Probability score to analyze lost opportunities. On-page filters for quick navigation to last/current year, quarter and month.

Sales Opportunity Data by Month/Status

Cognition360 Sales Report Screen 2 | Opportunity Data by Month/Status | December 2021

View opportunity data by month created and status of the opportunity. See current and historical data, how many opportunities are still open etc.

Sales Pipeline

Cognition360 Sales Report Screen 3 | Sales Pipeline | December 2021

Sales pipeline data showing funnel for the next 90 days. See opportunity revenue per month, per sales rep and per sales stage.

Find out more about the Sales Reports enhancements, including screenshots, on the Cognition360 website. You can also watch the Insights Excavator session below.

See Reports

Insights Excavator Session: Sales Reporting

Recorded: December 07, 2021

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The gateway to Cognition360 is a FREE trial for 21 days. The sign-up process is fast and easy and can be completed online in a matter of minutes. The faster you contact us the faster you will be up and running.

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For more information about Cognition360 check out the ‘How it Works’ section of our website and see our detailed case studies.

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