Monitor manager KPIs, planned vs actual bookings, lead response time, and sales team performance.
Our clients
A BI sales report combines data from CRM, the website, and telephony. Managers can see booking trends, plan fulfillment, conversion by manager, and lead response speed. Automation makes the sales team manageable and transparent. Analytics, KPI control, and process automation in one solution
Key sales team metrics: BI displays bookings, deals, revenue, conversions, response time, and rejections.
The manager sees which sales reps are meeting the plan and where adjustments are needed. Plan vs actual for bookings and sales
The report compares planned metrics with actual results by residential complex, building, and manager.
This helps forecast quarterly plan completion and manage resources. Manager KPI and analytics
BI identifies funnel bottlenecks and efficiency growth points. Automation powered by AI agents.
Integration with an AI sales agent enables instant 24/7 handling of inquiries, reducing manager workload and improving first-touch lead conversion.
A developer's sales team works in a highly competitive environment with a large volume of inquiries. Without analytics, it is impossible to see where customers are lost and which managers are actually meeting their targets. We create a BI report that gathers data from CRM, telephony, and LP, showing the effectiveness of each funnel stage and each employee. The solution includes:
Integration of CRM, IP telephony, and ad sources into a single BI dashboard.
Configure reports on bookings, plan vs actual, and manager activity.
Ability to integrate a sales AI agent to speed up lead response. Business result:
Transparent control of KPI and sales team performance.
Higher conversion and faster request handling.
Reduced lead loss and better customer communication. Solutions without unnecessary complexity, from idea and analysis to results
We consult We discuss goals and tasks, define priorities, and set expected outcomes for the joint work
We analyze your processes We study current processes and approaches, identify growth points, and determine which solution will deliver tangible results
We plan the solution rollout, define scope, stages, and timelines, assign responsibilities, and agree on the criteria for success.
Launch and support We implement the solution, train your team and provide support so the solution delivers tangible value
Companies that implement a BI report and automation achieve metric transparency and faster sales within the first months. 35% increase in inquiry-to-booking conversion 50% reduction in lead response time 2x faster plan-vs-actual reporting 100% control of KPI and SLA for each manager Client reviews
FAQ
Number of leads, conversion to booking and deal, SLA, purchase cancellation, plan fulfillment, average order value, and share of repeat inquiries.
BI automatically matches planned and actual CRM data, building performance charts by residential complex, building, and manager.
The report tracks response speed, conversion by stage, and the number of lost leads. This helps identify top performers and training areas.
Yes. The sales AI agent handles initial communication, freeing managers to work with warm leads.
Yes. BI shows data by properties, buildings, and regions, which is convenient for developers with portfolios of multiple residential projects.
