CRM Analytics & Revenue Forecasting

Data turns hunches into decisions

The Proactiq analytics dashboard aggregates your CRM data in real time. Here's how to read it and use it to make better sales decisions.

Key metrics to track weekly

• Pipeline value — Total value of all open deals. Below 3x your monthly revenue target? Start generating more leads now.
• Win rate — Deals won ÷ total deals closed. Industry average is 15-30%. Track this monthly to see if your qualifying is improving.
• Average deal size — Are you trending toward larger or smaller deals? Either can be a strategy — but it should be intentional.
• Sales cycle length — How many days from Lead to Won? Shortening this by 20% doubles your throughput without adding headcount.

The revenue forecast

Proactiq's analytics page shows weighted pipeline value — each deal's value multiplied by its probability percentage. A ₹10L deal at 60% probability contributes ₹6L to your forecast. Sum this across all open deals and you have a realistic revenue projection.