Reporting and Analytics
Turn Your Data Into Decisions
WHSuites is a powerful CRM platform that transforms all the everyday activities of your team into actionable business intelligence. No more guessing – you will know where your pipeline stands, what deals need your attention, and from where your revenue originates.
Whether you use WHSuites as a solo salesperson or as the leader of a sales team that operates in multiple territories, WHSuites gives you the tools for forecasting with confidence, effective coaching, and making your decisions based on data.
- Real-Time Dashboards
- Custom Report Builder
- Pipeline & Revenue Analytics
Teams Using WHSuites
0
K+
Average Rating
0
From Raw Data to Real Clarity – 5 Step Process
WHSuites provides reporting and analytics engines that provide managers and team members an organized and defined process for converting CRM activity into business insight – no manual work, no guessing.
Connect Your Data
WHSuites automatically pulls all of the CRM activities such as leads, deals, contacts, tasks, and recorded time into one unified data layer at the exact moment it occurs. All reports begin with a completely clean, updated presentation of your business.
Create Your Dashboard
Create custom dashboards for each job function in minutes. Sales reps can view their current pipeline status and overall quota performance. Managers can view the performance and conversion rates for the team. Each job role will have everything they need to successfully do their job on one platform.
Report on All Dimensions
Generate reports by team member, customer, territory, product, deal status, or date range. You can drill down into the details of each report to gather additional information on any number. Every report you create can be filtered, exported, or set to automatically send the right data to users.
Forecast and Analyze the Pipeline
WHSuites not only let you see where your pipeline is today but also give insights into where your pipeline will end up in the future. WHSuites delivers live forecasting capabilities to help managers identify at-risk deals and adjust their focus earlier rather than later, using deal status historical data.
Monitor for Improvements
The system allows you to turn your historical data into a performance history to create benchmarks from one period to another. Use this information to improve your process, create more effective goals, and improve the quality of decisions made in the future by collecting more accurate information each time you use the system.
Want to Ensure that Every Data Point Counts For You?
Over 12,000 teams have already started on their path to greater performance improvement. Take the first step today!
WHSuites Offers Comprehensive Reporting Capabilities
WHSuites provides reporting capabilities for all types of reporting. Create reports using your CRM using WHSuites' built-in analytic engine to build reports using the analytics engine as a reporting tool.
It is possible to create reports without any programming knowledge. Users can create reports according to the needs of their business by selecting which data sources they will use; they can also select the filters and grouping criteria. Once a report is created, the user can save it as a reusable template and use the conditionally formatted data to attach notes to any of the data points. Users can export any report they create in PDF, CSV or Excel format, at any time of day or night.
Discover which deal sources convert, identify friction points in your pipeline stages and see how this time frame compares to 12 months ago. Then, utilize trend data to optimize your process, coach the most effective sales representatives, and develop forecasts that will allow your leadership team to plan with confidence.
Route Insights to the Right People Automatically
Prevent crucial information from being lost in the noise
The most common reason that companies fail on reporting is not a lack of data; rather, it is that the data arrives at the wrong person (timing is irrelevant). WHSuites' intelligent routing engine delivers insights automatically to the appropriate stakeholders based on their role, deal ownership and alert levels you have specified. You provide the guidelines, and WHSuites handles the rest.
- Automated delivery of reports based on receiver role and with set schedule
- Alerting of assigned reps and their managers to deal health changes
- Quota attainment notification based on defined thresholds (50%, 75% and 100% of the quota)
- Flagging of anomalies in the deal activity including activity drops, velocity drops, and conversion drops
- Audit trail for report access, report sharing and report annotating to ensure compliance and accountability
Live Analytics — Every Deal Tracked, Every Metric Accounted For
When decisions are made using out-of-date data, it creates an equal level of expense to not having any data.
WHSuites assures you that every report is based on the most current state of your business’s pipeline (not a reconstructed version of it). The analytics engine is running continuously and in real-time within the same platform as your business’s daily use — identifying and notifying you of any gaps, duplicates, and inconsistencies in your information prior to it being included in any report.
- Reports are automatically fed live from the relevant fields in the CRM, with zero delay from the time of data entry into the system
- Auto-complete suggestions to deal attributes will minimize the potential for input error at the point of data entry
- All duplicates of both contacts and deals can be detected and merged in one-click
- Automated alerts on stale deals will provide each user with a reminder to update stale deals prior to the end of each reporting period
- A complete audit trail of changes to your data will provide the ability for the user to identify, locate, and evaluate each change made to their respective reports
Numbers That Speak for Themselves
Real results from real customers operating WHSuites on a daily basis – numbers that speak for themselves.
42%
Increase in Accuracy
On average, WHSuites customers experienced a 42% increase in the accuracy of their sales forecasts within the first 90 days of using WHSuites compared to customers using manual CRM and spreadsheets to track performance.
3.5
Hours saved per week
Sales managers who utilise WHSuites automated reporting save an average of 3.5 hours per week that was previously utilized pulling together their performance data from multiple sources.
60%
Reduction in Slipping Out Deals
Teams utilize WHSuites' deal health alerts to experience an average of 60% fewer deals slipping out of their forecast at the last minute by identifying deals at risk of slipping through their forecasts.
12,000+
Teams Trust WHSuites
With more than 12,000 teams around the world relying on WHSuites to manage their pipelines across all types of industries, including Finance, SaaS, Manufacturing, Healthcare and this tool is very reliable.
Access Your Pipelines Anywhere On Any Device
Just because you’re not in the office doesn’t mean your pipeline has to stop growing. WHSuites offers you the same depth of reporting on all devices — whether you’re working at your desk, in a meeting with clients or driving between appointments.
Desktop
Create dashboards, run multidimensional reports, schedule automated delivery of reports and access detailed deal-level information for both forecasting calls and performance evaluations.
Tablet
Review pipeline status and team summary via touch-enabled device. Tap into deal detail while in meetings and approve flagged data without returning back to your desk.
Mobile
View high-level metrics while you’re away from your desk. Receive push notifications if there are any movements in your deal pipeline, if your quota is in jeopardy, or for the scheduled delivery of reports via just one tap.
- iOS
- Android
- Web App
- Chrome Extension
FAQs About WHSuites Reporting & Analytics
Everything you need to know about turning your CRM data into business intelligence
WHSuites allows users to create multiple types of reports, including pipeline reports, activity reports, revenue reports, and conversion reports. All reports can be filtered by team member, client, product, territory, or date range, and have exportable options for customization to fit your business processes.
Standalone analytics require you to clean, export and import data to build a report and by the time you create it your numbers are already out of date. Whereas WHSuites built-in CRM provides real-time numbers and access to live, current data while doing the reporting process therefore eliminating the need to export, worry about versions, and stale or inaccurate numbers.
Yes! Admins and managers can create custom dashboards for all user types by role. Reps see the progress of their individual quotas and their activity logs. Managers see company's total pipelines and their total conversion trends. Executives see rolled up forecasts and summaries of the different territories, all of which can be created and shared.
WHSuites provides both forecasting and historical reporting. WHSuites uses deal stage data, expected close dates, and historical conversions to give managers an idea of their future pipeline flow, and it continuously updates as the deal process moves forward. This allows managers to compare their company's overall pipeline coverage against their quarterly sales quota and which deals they will be pursuing through the end of the quarter.
Yes you can schedule any report for automated daily, weekly, or monthly delivery to the end-user by email either as a formatted summary or export. Once you create the scheduled report it will execute automatically.
By team/territory, product line, or both. Senior management can view reports consolidated by territory—depending on their permissions. The system allows for complete control regarding the visibility of data.
