Tuesday, March 1, 2016

Ajay, $21,950 Pipeline

Ajay,

Wow, last week was crazy.

Don't have a lot of time, so I will keep this update short. Today I want to circle back around to the testing I have been doing with CRM's. Out of the three apps I am using Capsule, Base, and Pipe Drive… one is quickly becoming my favorite.

Base CRM

I admit, I am a sucker for a beautiful interface and lots of reporting features. I will do a full review in the future, but you should really check it out. One of my favorite features is the sales pipeline forecasting.

At a glance I can see how much revenue is forecasted. This forecast is a prediction of future sales based on past conversion metrics. Here are my current pipeline stats.

Total Pipeline Worth - $21,950
Forecasted - $1,756
Active Deals - 25
Hot Deals - 5

So if all 25 deals went through, I would have an additional $21,950 in sales. But based on past results, it is forecasting that I will close approximately 3 deals for $1,756. This really helps you plan and gives you a good barometer for the health of your business.

Click here for a free trial of Base CRM.

http://www.on2url.com/lnk?MTg3OTA1NnwxMTU1Mzc2Njc3fHM9MQ%3D%3D


I will be sharing more details in the coming weeks and also let you know about the other tools I use to run the business more efficiently.


Now let's take a look at the business stats.

Official Business Launch: January 12, 2016 at 10:09 a.m.

Key Performance Metrics (KPM) through Feb 28, 2016 (47 days total)

Visitors - 183
Leads - 90
Sales - 9
Customers - 7
Sales Revenue - $3,764.00
Expenses - $1,404.91 (Expenses for the first month including sales tax and merchant fees)

Time Spent - 100.54 hours


To your success,


Conrad Feagin
LearnWebDevelopment.com - Learn. Soar. Get Ahead.


P.S. I am looking for few web designers who want to expand their business in 2016. If you are interested, follow this link for the details:

http://www.on2url.com/lnk?MTg3OTA1N3wxMTU1Mzc2Njc3fHM9MQ%3D%3D
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TechnicalLead.com, Inc.
PO Box 1355
McKinney, TX 75070
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