Fields with a purpose
Show teams which opportunities need action instead of just displaying a larger number of charts.
Sales dashboards and pipeline reporting
See which opportunities need attention.
Show teams which opportunities need action instead of just displaying a larger number of charts.
See the deliverables, total price and estimated delivery below.
Start today with
CNY 794
CNY 794
Total costCNY 3,97020% upfront: CNY 794 · After approval: CNY 3,176
Estimated delivery3-7 business days; after brief, access and approvals
Your first milestoneUnderstand the pipelineA useful review point before the next stage
Build around the sales conversation
Clear lead ownership
We start with the stages a customer actually moves through. Then we define what needs to be recorded, who owns it and what should happen next.
Practical team handover
A practical handover helps the team use the agreed fields, stages and follow-up rules.
In our clients’ words.
“The quality and the professionalism they provided is top notch of multi-million dollar companies.”
“ICM did a great job, on time and within specified budget.”
“I am very pleased with the end result.”
WHAT YOU RECEIVE
Your Sales dashboards and pipeline reporting project, clearly defined.
Sales and service teams who need consistent follow-up and trustworthy pipeline information.
KPI definition
The brief defines the exact kpi definition required for sales dashboards and pipeline reporting. We show the named output at its review milestone and record any data, access or third-party dependencies before handover.
Pipeline dashboard
The brief defines the exact pipeline dashboard required for sales dashboards and pipeline reporting. We show the named output at its review milestone and record any data, access or third-party dependencies before handover.
Data quality checks
The brief defines the exact data quality checks required for sales dashboards and pipeline reporting. We show the named output at its review milestone and record any data, access or third-party dependencies before handover.
Scope and requirements
Reports reflect the quality and completeness of source CRM data.
Any additional work is scoped and priced for your approval.
THE DELIVERY PATH
From your brief to the finished work.
Follow the preparation, review and delivery stages for this service.
Understand the pipeline
Review stages, users, data sources and the current follow-up gaps.
Configure a usable structure
Build fields, views, routing and reports against that process.
Import and test carefully
Validate samples, duplicates, permissions and automation triggers.
Put the team in control
Provide a focused walkthrough and the agreed administration notes.
What is included?
Includes KPI definition, Pipeline dashboard and Data quality checks. Reports reflect the quality and completeness of source CRM data.
Is historical data migration included?
Only the datasets and volumes listed in your scope. We inspect source exports before committing to a migration.
Can it connect to our website and email tools?
We check available connectors, permissions and subscription requirements, then list the approved connections.
Will you run our sales team?
The service implements the system. Lead handling, staffing and sales execution remain with your business unless separately contracted.
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YOUR NEXT LEAP STARTS HERE
Ready to put Sales dashboards and pipeline reporting to work?
Your package includes a defined scope and delivery schedule. Share your brief to get started.