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Templates for Opportunity Pivot Analysis

Written by Michiel Dorjee on . Posted in Exact Synergy

Pivot analysis provides a powerful tool to analyze information. With pivot analysis, you can filter out the data you are interested in and sort it by different criteria. In Exact Synergy Enterprise product update 248 we have introduced the possibility to save templates for opportunity pivot analysis.

Are you a sales manager who needs to see up-to-date information on opportunity management?
A sales professional who is looking for an overview of all open opportunities? Or a sales professional who wants to compare his/her results with other sales professionals?

The below video will show you how for example a sales manager can create templates for opportunity pivot analysis, use them and share with other colleagues.

Take a look at the video, and let us know how you use pivot templates in your everyday work with Exact Synergy Enterprise. Share your tips in the comments!

Photo credit: Bill Frymire