Sales Pipeline & Opportunity Analysis
Every customer opportunity, valued and ranked
One shared pipeline for the whole sales team. Capture potential in seconds on your phone, analyse it properly on the desktop, and send the board a report that adds up.
Full opportunity record
Customer, address, postcode, sector, current supplier, year 1 and mature value, margins, months to maturity, vending and consigned stock needs, startup investment.
Weighted analysis
Win chance and progress-to-win give weighted revenue and gross profit by rep, branch and sector, plus payback on investment.
Geographic view
Postcodes are plotted on a live map so you can plan territory coverage and van routes.
Reports out
Export any filtered view to PDF, Excel or CSV, branded with the CIS logo and company details.