How to use charts and reports to manage sales in VOGSY

Let's break down how to leverage charts and reports in VOGSY to manage your sales process effectively. VOGSY integrates sales (CRM-like features) with project and financial data. Its reporting capabilities are designed to give you visibility across these connected areas.  

Here’s how to use VOGSY's charts and reports for sales management:

The following charts and reports monitor the pipeline:

Charts:

• Sales funnel

• Sales pipeline progression

Reports:

• Opportunities

• Opportunity bookings

How to Use:

Track Stages: See how many opportunities are in each stage (e.g., Qualification, Proposal, Negotiation, Closed Won/Lost). This helps to identify where deals are getting stuck.  

View Value: Understand each stage's total potential value ($).

Analyze Velocity: Monitor how fast opportunities move through the pipeline. Identify trends or slowdowns.

Filter: Use filters (by account manager, departments, period, revenue type) to segment the data and gain specific insights.

The following charts and reports give insight into the sales forecast:

Charts:

• Revenue forecast

• Margin forecast

Reports:

• Revenue actual and forecast

• Margin forecast

How to Use:

Predict Revenue: Estimate future income based on open opportunities, their estimated close dates, and probability percentages (weighted forecast).

Resource Planning: Use forecasts to anticipate future resource needs for upcoming projects won through sales.

Budgeting: Support your financial planning with accurate sales projections.

Identify Gaps: Compare the forecast against sales targets to see if you're on track and where potential shortfalls might occur.  

The following charts can be used for analyzing the sales performance:

• Sales pipeline progression

• Order intake

How to Use:

Track Win Rates: Calculate the percentage of opportunities won versus lost. Analyze trends over time or by salesperson/product/service.

Understand Reasons: If VOGSY captures reasons for winning or losing deals, analyze this data to refine sales strategies, product offerings, or pricing.

Measure Deal Size: Track the average value of won deals.

Sales Cycle Length: Analyze how long it takes to close deals on average.

Individual Performance: Monitor key metrics (revenue generated, deals closed, win rate) per individual sales team members.

The following charts and reports monitor margins and profitability:

Charts:

• Margin forecast

• Project margins

Report

• Margin forecast

How to Use:

Estimate Margins: Before closing a deal, understand the potential profitability based on estimated costs (resource time, expenses) versus the proposed price.

Pricing Strategy: Use this data to price smarter and ensure deals are profitable from the start.