Pipeline next to sales, on one report
The situation
You have a monthly sales report open. Your CRM pipeline is in Zap too.
What you need in Zap
Your ERP sales and your CRM opportunities in Zap Data Hub, tied to the same customers.
What you say
Add expected deals this month. What you get
A new column appears: the value of each customer's deals expected to close this month, from the CRM, next to what they've been invoiced.
“Add expected deals this month.”
A new column appears: the value of each customer's deals expected to close this month, from the CRM, next to what they've been invoiced.
The new column.
Why it matters
Sales and pipeline on one report, because both already sit in one place. What's been invoiced and what's about to close, side by side, no spreadsheet.
See it on your data.
Already a Zap customer? Your account manager can tell you what's included and help your administrator switch it on. New to Zap? Book a demo and watch it answer a question on your own data.