With the help of the sales board in Upsales CRM you get an easy overview of all your business opportunities. It will give you a clear picture of which ongoing businesses you have, how far along you are in the sales process, as well as estimated closing forecast.
- Each column in the sales board represents a phase in the sales process.
- Choose if you want to see business opportunities for individual sales reps or the entire company.
- The graphs will show sales compared to your budget.