CRM & ERP Analytics enables you to plan, manage, and measure your customers’ activities and interactions

Erpisto ERP & CRM analytics is designed by the experts to raise the graphs of overall productivity and profitability of the business. The individual solutions are amalgamated to enhance the overall sales volume and to reduce the costs. Erpisto solution makes the sales process smooth and efficient. This efficiency gives rise to the better and improved customer relationship which in return pumps brand loyalty and profits. Erpisto ERP & CRM solution let marketing teams to have deep insight of customer preferences and serve them with the best. The software is plug and play which empowers the users.

[accordian class=”” id=””] [toggle title=”Sales Analytics” open=”yes”]Erpisto sales analytics is developed to highlight, design, understand and forecast latest sales trends. It assists the sales management team to model the ways for improvement of sales team and to raise the bars of sales. Erpisto solution has traits that supports discovery, characteristic and predictive exercises that enable the handling of parameters, measures, dimensions or figures as part of an analytic or planning operation.


Amount Variance – Won vs Expected RevenueAmount Variance – Actual Revenue vs Expected Revenue plotted for current year and last
Average Deal Size across Quarters
Average Sales Cycle (Days) across QuartersThe Average days spent in closing the deal (both won & lost) across the various quarters
Closed Revenue Last 2 YearsClosed Revenue last 2 years with growth percentage
Closed Revenue This QuarterClosed Revenue this quarter
Deal Count vs Sales Cycle Time (Age Tier)The number of deals done grouped based on the days spent in closing the deal (both won & lost). Plotted for the whole period.
Deals Count vs Sales Cycle TimeNo of Deals closed vs the Sales Cycle time (Age Tier) spent on closing the deals (both won & lost) plotted for the whole period.
Deals won in last 13 monthsDeals won in last 13 months
Existing vs New Customers Sales in 2012Sales from Existing vs New Customers in 2012
Monthly Sales ReportMonthly sales with average deal size and No of deals.
Number of Deals – Current vs Last QuarterNumber of deals won in the last two quarter grouped by the deal size
Quarter over Quarter Comparison – Last 4 QuartersQuarter over Quarter revenue comparison Last 4 Quarters
Quarter Over Quarter Revenue Across YearsQuarter over Quarter revenue along with Growth %
Revenue – Current Vs Previous QuarterTotal Sales, Average Deal Size, Total Number of Deals Won and Win Rate%
Sales Funnel ReportReport that shows the sales funnel – leads to potentials to closed sales
Sales this Quarter by Deal size (Amount Tier)This Quarter sales categorized by Deal Size
Top 5 Deals This QuarterTop 5 sales deals this quarter.
[/toggle] [toggle title=”Leads Analytics” open=”no”]Erpisto Lead Analytics helps to improve and boost sales by highlighting important parameters and opportunities for improvement. The solution let you to have potential analysis of your organization which can act as a template to make improvements in sales process. The solution provides data and targets to all users from national sales and marketing managers, down to the dealer, enabling you to access and understand results for discussion, analysis and decision making whenever they require them. Erpisto solution let you to drill down into detailed reports including: Lead Delivery, Contact Status, Close Rate, and Invoice reports to perform well.


Leads Created by Source this yearLead Created by each Source in each month of this year
Leads Conversion Vs Drop out Analysis – This Year vs Last YearLeads conversion analysis providing no. of leads converted to potentials, no. of deals won and no. of deals lost. Leads count are categorized based on lead owner. The conversion analysis is compared between this year & last year.
Leads Created Across MonthsNo of Leads created across months
Leads Created by each Owner – This monthLeads created by each Owner this month
Leads by Source & Status – This quarterLeads created by each source & their current status this quarter Leads by Lead Source – This month Leads created by each source this month
Leads to Potentials Conversion Analysis – This YearLeads that were converted to Potentials and Won Deals Count for this year are provided. Leads are categorized based on each source. Lead sources which do not have even a single converted lead are not listed
Leads to Potentials Drop out Analysis – This YearLeads that were converted to Potentials and eventually lost are listed in this report. Leads created this year from different sources are considered
Top 5 Leads Campaign by Revenue – This YearProvides the Top 5 campaigns which made the most revenue this year
[/toggle] [toggle title=”Potential Pipeline Analytics” open=”no”]Erpisto potential pipeline analytics solution is far more advance then conventional analytics solution and is equipped with all the features which can help your organization to uncover and identify all reliability related issues in a better way. The solution will let you to generate more revenue and advanced safety measures. Erpisto solution will also cut down your maintenance costs by ensuring equipment safety.


Pipeline this QuarterPipeline this quarter categorized by its stage and age tier
Average Number of Potentials Created in each Quarter across YearsAverage number of potentials created across years in each quarter
Estimated vs Expected Pipeline Revenue This QuarterEstimated vs Expected Pipeline revenue this quarter
Expected Revenue this QuarterExpected Revenue this quarter and the number of open potentials
Pipeline By Amount and StageSales Pipeline by Amount and Stage
Pipeline By Count and StageCount of open potentials by stage
Pipeline this Quarter by Deal SizePipeline this Quarter grouped by Deal size and Age Tier. The percentage of contribution is also provided
Potentials Conversion Count by MonthPotentials Conversion Count by month. By default current year is plotted.
Potentials Created Date vs Their Current StatusPotentials status based on their created date
Potentials Creation by MonthsNumber of potentials created across months. This Year is selected as default. Use filters to select other years and stage
Stage DurationAverage duration spent so far by the open potentials present in different stages. This only takes into consideration the active potentials
Won vs Expected Revenue – Attainment %Won Amount vs Expected Revenue called the “Attainment %” for the last 2 years
Won vs Lost Deals with Month over Month GrowthWon vs Lost Deal count with month over month growth % for the last 2 years
[/toggle] [toggle title=”Predictive Analytics” open=”no”]Erpisto predictive analytics solution takes you a level higher from guesswork to detailed and reliable predicted data which put a picture in front of you showing what have you done in the past, what you are doing in present and what can you do in the future. It empowers you to analyze trends, patterns and relationships which help you to achieve your desired goals. The solution will also assist you in maintenance matters. Alerts and notification feature will help you to handle the problems in premature stage.


Expected Deals Next 4 WeeksExpected Deals in the next 4 weeks
Predicted New Business – Next 3 MonthsPredicted New Business that could come in Next 3 Months (90 days)
Predicted Pipeline Revenue – Next 3 MonthsThis provides the predicted revenue for the next 3 months (90 days) based on the existing pipeline
Quarterly Win RateWin Rate % Last 4 Quarters (including this quarter)
Expected Deals this Quarter Grouped by Age TierExpected number of deals this Quarter grouped by Age Tier
Expected Deals with Probability above 80% this QuarterExpected Deals with Probability above 80% this Quarter
Expected number of deals and revenue by Sales person this QuarterExpected number of deals and revenue by Sales person this Quarter
Expected number of deals and revenue by Stage this QuarterExpected number of deals and revenue by Stage this Quarter
Expected Revenue By Stage – Next 4 weeksExpected Revenue by Stage in the next 4 weeks
Expected Revenue from Potentials above 180 days old this QuarterExpected Revenue from Potentials above 180 days old this quarter
Pipeline vs Expected Sales This YearPipeline vs Expected Sales for this year
Top 10 deals expected this QuarterTop 10 deals expected this quarter
[/toggle] [toggle title=”Sales Person Analytics” open=”no”]Erpisto Sales analytics provide you with organized and instant sales analytics which ensures you that your sales team is performing and following the right track to achieve goals. It helps the sales person to better understand pipeline projections and take better actions to move along the sales funnel. Erpisto solution has all the tools and techniques which can maximize sales opportunities and let the sales team to perform well.


Bottom 5 Sales Person – Last QuarterBottom 5 Sales Persons in last quarter.
Last Quarter Pipeline Generation by All Sales PersonPotential Generation by All Sales Person Last Quarter
Pipeline Generation by Salesperson last year across each quarterPipeline Generation by Salesperson last year across each quarter
Sales Person Performance last yearSales person performance last year across quarters. The rate of growth in comparison to the previous quarter is also plotted
Sales Person Performance last year – No of DealsSales person performance last year in the different quarters based on deal count. The rate of growth in comparison to the previous quarter i
Salesperson performance last quarterSales person performance last quarter, in terms of sales, number of deals won, lost and win rate %
This Quarter Sales by SalespersonThis quarter sales by salesperson
Top 5 Sales Person Last YearTop 5 Sales Persons based on sales done last year
Top 5 Sales Person Current QuarterTop 5 Sales Persons in Current Quarter
Who Lost the Most last yearSalesperson who lost the most deals and deal value last year, segmented by each Quarter
[/toggle] [toggle title=”Activities Analytics:” open=”no”]Erpisto activities analytics is an intelligent software solution which le you to improve business performance and cherish dramatic business results. It can flawlessly integrate with advance technologies to monitor and analyze business activities. Erpisto solution let you to extract data from the accounts, contacts, potentials, leads, user’s modules and activities module. You can harmonize your data in actual time easily through the use of activities analytics module.

Activities and Potentials Closed by Sales PersonSales Person Activities report based on Deals Won and Activities Done
Activities for Converted LeadsActivities done for Leads classified by Converted / Not Converted
Activities for Leads, Contacts, Accounts & PotentialsActivities completed by each Sales Person in the last 3 months categorized by modules
Activities for PotentialsActivities done for each Potential categorized based on Stage.
Activities handled by Sales PersonActivities handled by each Sales Person
Activities Distribution on Won PotentialsActivities type distribution on Won Potentials. Helps to find which Activity type help to win more potentials.
Activities Stream – This Quarter vs Last QuarterActivities flow this quarter vs last quarter
Average Days taken for First Activity on PotentialsAverage Days taken to initiate the first activity for potentials owned by Salespersons
Call time spent for potentials categorized by stages and monthsTotal time spent on Calls for potentials in each stages categorized by months
Calls volume Spread across 24 hoursCalls volume spread across 24 hours of a day. Number of Calls and Average duration is plotted. This month is selected by default
Daily Calls Report by SalespersonDaily Calls count for each Sales Person. Last 30 days is shown by default
Calls volume each dayCalls made each day categorized by type
Day-to-Day activities – This MonthDay-to-Day activities this month. You can apply filters by Salesperson and Activity Created time to view the report
Effective Activity Report – By Activity TypeEffective Activities Report by Activity Type. Helps to find which activity helps to win more deals for each Sales Person
Effective Activities Report – By Won DealEffective Activities Report by Won Deal. This report will have Tasks, Events, Calls per Won Deal
Hot AccountsHot Accounts based on number of Open Potentials associated and Activities handled for the Account
Hot Potentials (Top 10) based on ActivitiesTop 10 Potentials with more number of Activities associated
Activities on PotentialsActivities report on Potentials created each month by Salesperson
Activities trend by MonthActivities trend graph by Month. Categorized by each activity type.
Monthly Calls by call typeCalls made across months categorized by Call Purpose. Last 3 months is selected by default
Monthwise Events for Sales Person this yearMonth wise Events for each Sales Person this year
Potentials without any Activities by Sales PersonPotentials without any Activities report. You can filter based on potential created time.
Calls completed by each Sales Person classified by TypeCall report based on call type for each sales person
Tasks Overdue by Sales PersonOverdue Tasks by Sales person. Also provides overdue days and % of overdue
Tasks – Tasks Progress by Sales PersonTasks Progress by Sales Person report. You can filter based on Due Date.
Average time spent on Calls by Sales PersonAverage time spent on Calls by each Sales Person.
Time spent on Calls by Sales PersonTotal time spent on Calls by each Sales Person classified by Call Purpose.
Top 5 Sales Person based on Activities CompletedTop 5 Sales Persons based on the Activities completed by each of them.
Activities per Won DealAverage no. of Activities done for each Won Deal by each Sales Person
[/toggle] [toggle title=”Closed Cases Analytics” open=”no”]Erpisto Closed Cases Analytics merge analytics and marketing perfectly engrossed, effective and actionable data. It provides you the deep insight to the effective and efficient data. It let you to follow user analytics and introduce the marketing campaigns app. Erpisto Closed Cases analytics provide the best analytical solutions for mobile and web apps.

% of Closed Cases – Month-wise% of closed cases monthly.
Cases Created – Status/Month-wiseNumber of cases in each month, and their status
Cases Created – This/Last MonthNumber of cases for each support person, based on status
Cases Created by Hours (This Month)Case creation split by hour of the day (for this month)
Cases Created by Origin – Last 12 MonthsCases created by origin in the last 12 months
Cases Created by Status – Last 12 MonthsCases created by status in the last 12 months
No. of Open Cases in Each Age TierThis report shows the number of open cases present in each Age Tier
Support Person Performance – This monthPerformances of support persons this month, based on cases assigned and cases closed.
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