After the win

Know what will close this month, and where your revenue really comes from.

Revenue View turns every lead, deal and quote into forecasts, conversion rates and revenue by source, product, region and salesperson. Find out whether IndiaMART or Google Ads brings the buyers who actually pay.

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New leadContactedQuotedNegotiationCopilotWon
Revenue View updated: website leads now 31% of won value this quarter.
What Revenue View does

Forecasts, conversion rates and revenue reports.

Pipeline forecast

Weighted and committed forecasts for the month and quarter, by team and by salesperson.

Funnel conversion

Lead to contacted, contacted to quoted, quoted to won, with the stage where most deals drop.

Revenue by source

Which channel produced each rupee: website, WhatsApp, IndiaMART, JustDial, ads or referrals.

Product and region

Revenue and win rate by product, category, city, state and territory.

Sales cycle length

Average days from first enquiry to won, and how it changes across sources and deal sizes.

Scheduled exports

Reports emailed as Excel or PDF every Monday morning to whoever needs them.

How it works

Four steps, no manual work.

  1. 1

    Collected

    Every lead source, stage change, quote and win is recorded as it happens.

  2. 2

    Measured

    Conversion, cycle time and value are calculated across the funnel.

  3. 3

    Forecast

    Open deals are weighted by stage and history to project the month.

  4. 4

    Shared

    Dashboards and scheduled reports reach owners and managers.

Also included

The details your team will use every day.

See which plan includes Revenue View
  • Custom dashboards per role
  • Compare periods month on month and year on year
  • Drill down from any chart to the deals behind it
  • Cost per lead and return by ad channel
  • Lost deal analysis by reason and competitor
  • Read-only access for owners and investors
Questions

About Revenue View

Yes. Leads from Facebook and Google lead forms keep their campaign, so won value is reported per campaign.

Open deal values are weighted by stage probability, adjusted by the historical win rate of similar deals.

Any report can be exported to Excel or PDF, and on the Scale plan the API gives full access.

Next on the river

Lead Inbox

Every enquiry from every source in one place

Continue
One deal left on the board

The next deal to close is yours.

Strike off the spreadsheets, the scattered phones and the forgotten follow-ups. Move your team into Won in 14 days, free.

New lead
Enquiries spread across 4 phonesIndiaMART leads in an email folder
Contacted
Who called this buyer last?Notes in a diary on the bike
Quoted
Quotes rebuilt in Excel every timeGST worked out by hand
Negotiation
Follow-up forgotten after day 2Buyer went with a faster supplier
WonDay 14
READY TO CLOSEScore 99

Your sales team

Plan14-day trial, every feature
UsersYour whole team
CardNot required
Next stepSign up, then import your Excel leads
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