![]() ![]() Our Sales to Target Template allows you to bypass all that tedious dashboard building and focus on analysis. Our Win Loss Analysis Template contains all the metrics and visualizations needed to perform an incisive win/loss analysis, presented in pretty dashboards that capture the core KPIs your team needs: And then, regardless of what platform you use, you must build out the dashboards from scratch.īut slow down there - our Win Loss Analysis Template takes care of all of these dashboarding issues in a single click. Google Sheets offers more flexibility in terms of building dashboards, but it cannot access real-time CRM data natively. Salesforce, for instance, restrains users to basic inputs such as pick-lists or open-text fields. But these CRMs often make win loss analysis reporting quite difficult. SalesOps managers typically build win loss analysis reports in CRMs that can track these metrics across orgs, teams, and sales reps. This helps sales teams adjust tactics and optimize the sales cycle. Win loss analysis is critical to understanding why sales deals were won or lost. ![]() Try our free Google Sheets templates for your Salesforce and HubSpot CRM data below. However, it’s often difficult to build and maintain sales tracking spreadsheets with so many other competing priorities.īut no worries – we’ve created templates for all of your essential sales tracking spreadsheets in the following blog. Spreadsheets are more flexible, and less cumbersome, than many of the built-in visualization and analytics capabilities of CRMs. Even with access to robust CRM systems such as Salesforce and HubSpot, many SalesOps users still prefer spreadsheets for forecasting, dashboarding, and analysis. ![]()
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