Sales Pipeline Builder 5-in-1 Pack

✔ Outreach Funnel Matrix: Analyze outreach effectiveness and conversion rates visually.

✔ Outreach Summary: Track outreach history and measure performance with aggregate summaries.

✔ Client Summary: Evaluate client interactions and gain insights into relationship status.

✔ Daily Task Tracker: Visualize daily achievements and workload balance with progress bars.

✔ Filtering Options: Filter through the weekly schedule of all employees on a click.

✔ Deadline Highlighting: Stay ahead with highlighted deadlines for key tasks.

✔ Calendar: Select dates easily with a pop-up calendar date picker.

✔ Client Information: Store essential client details such as name, contact, and company information.

✔ Interaction History: Keep a record of past interactions with each client for better relationship management.

✔ Customizable Fields: Adapt the database with custom fields and information as needed.

✔ Auto Calculate Columns: Automate calculations for metrics like reach count and lead status.

✔ Outreach Scheduling: Plan and schedule future client interactions for regular communication.

✔ Delegate Responsibility: Assign personnel for each outreach to streamline the process.

✔ Reach Out History: Record detailed history of outreach efforts.

✔ Schedule Leads Section: Efficiently manage and schedule follow-ups with leads for increased engagement.

✔ Personalize your tracker with your own type of clients, their source, associated priority, client interest status, reach-out method, and employees.

✔ Enter product details, quantities, materials, labor hours, and more for thorough cost analysis.

✔ Input markup percentage, tax, and discounts to generate accurate final pricing.

✔ Visualize price breakdown through a simple pie chart, providing valuable cost insights at a glance.

✔ Product Cost Data: View aggregated product data including price, profit, discount, and costs for comprehensive pricing analysis.

✔ Product Cost Breakdown: Visualize in a simple bar chart the materials, labour and other costs of all your products.

✔ Profitability Chart: Examine profit and markup relationships using bar charts and line graphs for effective pricing strategy.

✔ Not everything comes under labour or material costs. For other fixed or miscellaneous costs, use this section to include those in price calculation of product. 

✔ Labour Log: Log labour, their units in time, rate/unit, and quantity of items for that labour to calculate accurately your actual labour cost per item.

✔ Multiple Labour Type Breakdown: Log as many as 10 different types of labour costs to calculate your final labour cost for producing a single product.

✔ Materials Log: Log materials, their units, cost per unit, and quantity to get accurate cost per item of the manufacturing material.

✔ Raw Materials Breakdown: Log as many as 20 manufacturing raw materials to inform your product price.