Glossary

Pipeline Trend Dashboard for SaaS Companies using Dynamics 365 BC

Written by Nils R. | May 21, 2024 3:55:52 PM

Introduction

In the dynamic landscape of SaaS (Software as a Service) companies, staying ahead of trends and accurately predicting future revenues is paramount for sustained success. One key tool that has emerged to aid in this endeavor is the modern Pipeline Trend Dashboard. When integrated as part of a comprehensive Corporate Performance Management (CPM) platform like Solver, these budgeting and financial dashboards become invaluable assets for CFOs and sales executives alike.

Challenges Without Automated Pipeline Trend Dashboards

  • Manual Spreadsheet Overload: SaaS companies often find themselves drowning in a sea of manual Excel spreadsheets, hindering decision-making processes and causing delays.
  • Lack of Historical Trend Analysis: Without automated Pipeline Trend Dashboards, analyzing historical trends in sales team pipelines and win/loss statistics becomes arduous and prone to error.
  • Limited Self-Service Capabilities: The absence of self-service and secure dashboards impedes the ability of executives to access timely and relevant insights, leading to missed opportunities and inefficient resource allocation.
  • Inadequate Monitoring of Sales Performance: Without real-time visibility into sales pipeline trends and win/loss performance, leaders struggle to make informed decisions regarding sales team optimization, marketing strategies, and product pricing.

Benefits of Modern Pipeline Trend Dashboards 

  • Enhanced Decision-Making: With direct integration to popular CRMs such as Salesforce, Hubspot, and Microsoft Dynamics 365 Sales, modern Pipeline Trend Dashboards provide executives with critical decision support related to marketing, sales team management, product offerings, and pricing strategies.
  • Improved Forecasting Accuracy: By enabling analysis of pipeline and win/loss trends over the past eighteen months, these dashboards empower leaders to make more accurate revenue and cash flow projections for future months and years.
  • Streamlined Reporting and Analysis: Implementing a single cloud solution automates and streamlines reporting, analysis, and budgeting processes, reducing the time and effort required to generate actionable insights.
  • Mitigated Risk of Errors: Automated Pipeline Trend Dashboards minimize the risk of erroneous or delayed decisions that often accompany manual spreadsheet-based analysis, fostering a culture of data-driven decision-making and accountability.

About the Pipeline Trend Dashboard

This report is based on CRM data with direct integration to Microsoft Dynamis 365 Sales, Salesforce or HubSpot. By loading the data into Solver it gives leaders self-service access to daily insights about past trends to help them predict future subscription sales and recurring revenues. It provides a rolling 18- month trend for won and lost opportunities. Metrics include Average Opportunities/Person, Total Won Opportunities, Average Win Ratio. Trends shows these metrics both by salesperson and in aggregate for the company. Note: Report contains several additional pages of detail than what is shown in the image below.

For this and many other ready-to-use templates from Solver, visit our web-site Marketplace page and download the free SaaS eBook.


Pipeline Trend Dashboard for Dynamics 365 Business Central – Pre-built SaaS Template from Solver

Why Choose Solver CPM Solution

The Solver CPM solution offers a comprehensive suite of over 150 pre-built reports, dashboards, and budgeting templates, including the powerful Pipeline Trend Dashboard. By leveraging Solver's best-in-class capabilities, SaaS companies can unlock the full potential of their data to drive strategic decision-making, optimize resource allocation, and maximize revenue growth. With its seamless integration with leading CRMs and user-friendly interface, Solver empowers executives to extract actionable insights from their data with ease and confidence.

In conclusion, by embracing modern Pipeline Trend Dashboards as part of the Solver CPM solution, SaaS companies can transcend the limitations of manual processes and harness the power of data-driven decision-making to navigate the complexities of today's business landscape with agility and foresight.

About Solver

Solver is a global leader in Corporate Performance Management (CPM) and comes with out-of-the-box integrations to Microsoft Dynamics 365 Business Central, Binary Stream’s Subscription Billing Suite, and one of the following CRM systems: Salesforce, Hubspot, Microsoft Dynamics 365 Sales. Solver includes more than 150 reports, dashboards and budget templates for SaaS companies that provide in-depth analysis of subscription revenues, financials, human capital/payroll and CRM pipeline.

SaaS Reports, Dashboards, and Budget Models

For more information about all the SaaS templates from Solver check out these resources:
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