Commercial dashboard

Increase efficiency with automated and updated sales monitoring

 

Guaranteeing your commercial efficiency requires being able to understand and analyze the level of sales at any time, being able to identify the key accounts, the offers that work best, the accounts to be relaunched ... The commercial dashboard is a valuable tool: it guides your choices commercial follow-up, prospecting, construction of offers.

The Watson solution integrates an automated commercial dashboard, constantly updated and customizable according to your needs.

An automated business dashboard with Watson

For maximum business efficiency, Watson integrates several business tracking tools and ensures you always have up-to-date data. Using Watson then gives you a simple and always up-to-date business dashboard.

The available and customizable tools:

Updated turnover curve

Watson closely follows the evolution of your turnover: as soon as you log in, an updated turnover curve is available, giving you the evolution of your activity at any time.
Updated turnover curve
Turnover per customer

Turnover per customer

Being able to identify which accounts are important and which ones to work on at all times is simple. Watson integrates a list of turnover achieved by customer, continuously updated and consolidated according to projects carried out and invoicing.

A powerful invoicing engine

Be organized like never before in your invoicing. Watson's business search engine lets you view the status of all open, upcoming, and archived invoices, or search for invoices by multiple criteria.
A powerful invoicing engine
Trade balance by customer account

Trade balance by customer account

Need to analyze the activity carried out on a customer account? Easy with Watson: an updated trade balance gives you, for each customer account, the total turnover achieved, the overall margin, details by contact and by project.

Commercial pipeline table

Get perfect visibility of your current and archived offers with the sales pipeline table. Organizing sales offers according to personalized statuses simplifies your sales follow-up work.
Commercial pipeline table

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