Connect
Decisions based on data, not guesswork.
Follow the business on live dashboards, build your own, forecast revenue by category, and use ready-made reports for accounts, activities, leads and deals.
- Custom dashboards
- Sales forecast
- Ready-made reports
What you can do with Analytics, Forecast & Reports.
Dashboards, sales forecasts and ready-made reports.
Home dashboard
Pipeline value, won value, open opportunities, contacts, quotation status, leads by status, tasks and stalled deals.
Custom dashboards
Create dashboards and add components such as the sales funnel, leads by status and leads by source.
Sales funnel
See how many leads reach each stage and where they drop off.
Forecast
Roll up the pipeline into commit, best case and pipeline forecast categories.
Reports
Ready-made summary reports such as accounts by industry, activities by owner and activities by type, organised in folders.
Create reports
Build your own reports by module and schedule them.
Answers for every sales review.
From conversion rates to forecast and team activity, managers get the numbers they need without building spreadsheets.
- Lead-to-opportunity and opportunity-to-order conversion
- Quotation insights: win rate, total value and average quote
- Forecast categories for the quarter
- Report folders for accounts, activities and more
Analytics, Forecast & Reports, step by step.
-
1
Capture
Every lead, deal and activity is recorded.
-
2
Visualise
Dashboards update as work happens.
-
3
Forecast
Roll up the pipeline into categories.
-
4
Share
Run, schedule and share reports.
Analytics, Forecast & Reports questions, answered.
Can we build our own dashboards?
Yes. Create dashboards and add the components you need.
How does forecasting work?
Opportunities are grouped into forecast categories such as commit, best case and pipeline, which roll up into a forecast.
Are there ready-made reports?
Yes. Inai Connect includes reports for accounts, contacts, activities and more, and you can create your own.
Explore other Connect modules.
Every module works on the same customer record, so sales, marketing and service see the whole story.
See Analytics, Forecast & Reports in action.
Book a free Connect demo and we will walk you through analytics, forecast & reports using scenarios from your business.