Sales Performance & Pipeline

Sales Performance & Pipeline

Ensure revenue goals are met and predictable.

Ensure revenue goals are met and predictable.

Core Sales Data Sources

Core Sales Data Sources

Powerful sales dashboards don’t start with charts.

They start with reliable, well-connected data.

To give leaders a clear view of performance, pipeline health, and revenue risk, we integrate data from across the entire sales ecosystem — turning fragmented systems into a single, trusted source of insight.

Powerful sales dashboards don’t start with charts.

They start with reliable, well-connected data.

To give leaders a clear view of performance, pipeline health, and revenue risk, we integrate data from across the entire sales ecosystem — turning fragmented systems into a single, trusted source of insight.

Customer Relationship Management (CRM)

Customer Relationship Management (CRM)

The foundation of every sales dashboard.

CRMs capture deal flow, pipeline stages, win/loss outcomes, and rep activity — providing the core view of how revenue moves through the business.

Used to track:

Pipeline coverage and stage progression

Win rates and deal velocity

Rep and territory performance

The foundation of every sales dashboard.

CRMs capture deal flow, pipeline stages, win/loss outcomes, and rep activity — providing the core view of how revenue moves through the business.

Used to track:

Pipeline coverage and stage progression

Win rates and deal velocity

Rep and territory performance

Marketing & Lead Generation Platforms

Marketing & Lead Generation Platforms

Sales performance doesn’t start at the deal stage.

We connect marketing systems to understand where demand comes from and which channels actually convert into revenue.

Used to analyse:

Lead sources and campaign performance

Lead-to-opportunity conversion

Revenue attribution by channel

Sales performance doesn’t start at the deal stage.

We connect marketing systems to understand where demand comes from and which channels actually convert into revenue.

Used to analyse:

Lead sources and campaign performance

Lead-to-opportunity conversion

Revenue attribution by channel

Finance & Billing Systems

Finance & Billing Systems

To ensure dashboards reflect reality, not just sales optimism, we integrate financial systems directly into reporting.

Used to measure:

Bookings vs billings vs recognised revenue

Invoice and payment status

Revenue forecasting accuracy

To ensure dashboards reflect reality, not just sales optimism, we integrate financial systems directly into reporting.

Used to measure:

Bookings vs billings vs recognised revenue

Invoice and payment status

Revenue forecasting accuracy

Sales Engagement & Activity Tools

Sales Engagement & Activity Tools

Execution matters as much as outcomes.

Activity data adds context to performance and helps explain why results look the way they do.

Used to monitor:

Calls, meetings, and email activity

Deal momentum and pipeline ageing

Rep productivity and coaching opportunities

Execution matters as much as outcomes.

Activity data adds context to performance and helps explain why results look the way they do.

Used to monitor:

Calls, meetings, and email activity

Deal momentum and pipeline ageing

Rep productivity and coaching opportunities

Customer Success & Product Data

Customer Success & Product Data

For subscription and recurring-revenue businesses, post-sale behaviour is a leading indicator of future growth.

Used to surface:

Renewal and expansion signals

Usage trends linked to churn risk

Upsell and cross-sell opportunities

For subscription and recurring-revenue businesses, post-sale behaviour is a leading indicator of future growth.

Used to surface:

Renewal and expansion signals

Usage trends linked to churn risk

Upsell and cross-sell opportunities

From Disconnected Systems to a Single Source of Truth

From Disconnected Systems to a Single Source of Truth

We don’t just connect tools — we standardise definitions, automate data flows, and document logic, so every stakeholder sees the same numbers and trusts them.

The result:

Fewer manual reports

Clear, consistent metrics

Sales dashboards that support confident decision-making

We don’t just connect tools — we standardise definitions, automate data flows, and document logic, so every stakeholder sees the same numbers and trusts them.

The result:

Fewer manual reports

Clear, consistent metrics

Sales dashboards that support confident decision-making

© 2025 Neo Analytica. All rights reserved.