Easy Insight for B2B Reporting

Sales Goals

Set goals for your sales reps to help make sure they're meeting targets. You can set targets in a variety of ways--by rep, by customer, by rep and customer, or anything else you need to set for your sales team. For more information, see our Goals documentation.

Commission Statements

Automate your commission statements using reports in Easy Insight. You can set a percentage per rep or customize to other scenarios like: For more information, see our Commission Statements documentation.

Assign a different percentage based on total sales in a time period
Calculate commission based on gross profit instead of gross revenue
Assign a different percentage for new vs. existing customers

CRM Data

Link your sales with your CRM data--pipeline values, contacts, leads, and anything else that you might have in systems like:

Hubspot
Pipedrive
Prospect
Salesforce

In a single report, you can view data from both systems and click directly back into the original record in both your inventory system and your CRM system.