Drive your sales team to success with Sales Pipeline App
Perkins&Will is a leading name in global architecture and design, renowned for its innovative approach and dedication to excellence. With a presence spanning continents, the firm’s diverse teams bring visionary ideas to life, setting new benchmarks in design and creativity.
To complement their dynamic operations, we introduced a custom app that revolutionized their sales tracking. By integrating data from Excel, PowerBI, and Deltek into a unified dashboard, the platform simplifies lead tracking, streamlines pipeline management, and enhances deal closure. This has allowed teams to collaborate seamlessly, optimize budgets, and drive revenue growth.
Get Clear Insights into every Opportunity
Our app offers a comprehensive view of every opportunity—location, status, team members, win probability, revenue estimates, and more. Clean visuals like tables and graphs make decision-making faster and more intuitive.
At the top, you can quickly see whether the opportunity is still a lead, in the pursuit stage, awarded, or booked. Scrolling down, you’ll find all key information, including project location, win probability, and a detailed revenue breakdown. The “Team Member” section shows all active members involved in the project. By clicking the arrow next to “Team,” you can view their roles, areas of responsibility, and contact options.
Advanced Search and Sorting Made Simple
Efficiently manage projects with smart filters that refine data by studio, client, revenue, or stage. For instance, finding awarded leads in Chicago is as simple as selecting “Primary Studio: Chicago” and filtering by “Stage: Awarded.”
The more filters you apply, the more specific your project results will be. This feature is particularly useful if you have a diverse portfolio of leads and clients you find challenging to manage.
Monitor Revenue with Precision
Keep track of budgets, revenue, and financial performance in real-time. Gain actionable insights to identify high-priority opportunities and maximize profitability.
Transform Your Sales Process Today
With features like instant filtering, detailed opportunity insights, and real-time revenue tracking, our app is designed to make your sales process more efficient and effective. Whether you’re managing projects across multiple locations or keeping track of complex portfolios, our app provides the tools you need to succeed.
