Sales Analytics Software Resources
Articles, Discussions, and Reports to expand your knowledge on Sales Analytics Software
Resource pages are designed to give you a cross-section of information we have on specific categories. You'll find articles from our experts, discussions from users like you, and reports from industry data.
Sales Analytics Software Articles
14 Sales KPIs Your Sales Team Should Track for Growth in 2025
There's much debate in the sales industry over which sales key performance indicators (KPIs) and metrics matter most. One size definitely does not fit all.
by Mary Clare Novak
What Is Marketing Attribution? How to Measure It
Each stage of the sales funnel—from awareness to consideration to purchase—requires a unique strategy.
by Lauren Pope
Sales Dashboard: Examples and Tips to Help You Build One
Coming across an image in a sea of data is an overwhelming relief.
by Mary Clare Novak
73+ Sales Statistics To Achieve Business Targets in 2024
When it comes to training your employees, your efforts need to much beyond that "tell me how to sell this pen".
by Tricia Dempsey
Recap of Dreamforce 2022: Innovation and Sustainability
Innovation and sustainability were two major themes at the annual Salesforce event, Dreamforce 2022. Industry conferences typically see the host company promoting its brand by handing out company swag to attendees. Dreamforce 2022 opted instead to focus on Salesforce's sustainability efforts by announcing plans to plant trees for each attendee as part of the company goal to plant one trillion trees by 2030 and provide donations to local public schools. In addition, the company that has helped fuel the CRM Software category announced updates and innovations to its product offerings, including Slack, Salesforce Sales Cloud Unlimited, and of course, Salesforce Genie.
by Blue Bowen
Sales Strategy: 6 Ways to Boost Your Sales Process
Over time, strategists have recognized the need for a well-defined sales strategy in a fast-paced and competitive environment.
by Saba Saif
How to Use Sales Reports to Communicate Value
Analyzing your sales team’s performance can lead you down a black hole of measuring data that gets more and more specific as you go deeper.
by Mary Clare Novak
How to Plan Smarter With Reliable Sales Forecasts
A gaze into the future would be a good leg up for businesses everywhere.
by Mary Clare Novak
52 Revealing Sales Metrics to Give You a Competitive Edge
Do you really know how well your sales team is doing?
by Mary Clare Novak
How to Choose the Best Sales Technology for Your Industry
Not all industries are the same, and their tech stacks shouldn’t be either. There are many vertical industry software products for most departments of a company, such as accounting, logistics, and HR, but industry-specific sales tech is often ignored.
by Gabriel Gheorghiu
Sales Analytics Software Discussions
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Question on: Dynamics 365 Sales
I'm new to Dynamics 365 Sales and struggling to set up and customize the sales pipeline. Can someone guide me through this process?
I'm new to Dynamics 365 Sales and struggling to set up and customize the sales pipeline. Can someone guide me through this process?
To set up and customize your sales pipeline in Dynamics 365 Sales:
Define Sales Stages: Go to Settings > Sales > Sales Process to set stages like "Lead," "Opportunity," "Proposal," and "Closed."
Customize Opportunity Records: Modify fields in the Form Editor to track relevant information.
Create Sales Process Flows: Go to Settings > Sales > Business Process Flows to tailor your sales phases.
Set up Dashboards: Use customizable dashboards to monitor pipeline progress.
Automate Actions: Set workflows or Power Automate triggers for pipeline updates.
Assign Users: Automatically assign opportunities based on rules.
For a more detailed guide, check Microsoft Learn..
If you're new to Microsoft Dynamics 365 Sales and want to set up and customize your sales pipeline, the best starting point is the official Microsoft documentation below:
https://learn.microsoft.com/en-us/dynamics365/sales/
https://learn.microsoft.com/en-us/power-automate/business-process-flows-overview
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Question on: Pipedrive
What features of Pipedrive are most beneficial for new sales professionals to track and optimize their sales pipeline?
What features of Pipedrive are most beneficial for new sales professionals to track and optimize their sales pipeline?
In Pipedrive the Deals (buyers) PIPELINES of prospects or buyers, can be viewed in Kanban or spreadsheet format, giving you a quick glance of where people are in your process. This tells the salesperson who needs attention now or later, what to do next AND the sales Manager or business owner, a great overview of potential sales that with a click, can be drilled down on.
Taking notes about client interactions and scheduling follow up events are crucial to any sales timeline, but definitely easier in Pipedrive
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Question on: Zoho CRM
What are the key strengths of Zoho CRM in managing customer relationships compared to other CRM platforms?
What are the key strengths of Zoho CRM in managing customer relationships compared to other CRM platforms?
1. Affordable
2. Flexible and great customisation
3. Good user friendly interface
Zoho helps us to give reports in different categories as per our need and helps me to present my body of work and present it to higher management. Zoho keeps track of my work and that is so accountable.
We feel it is great for being affordable, easy to set up, and offering strong automation and customization without needing heavy technical resources. Compared to platforms, it delivers a better balance of features and simplicity, especially for small to mid-sized organizations.
Sales Analytics Software Reports
Mid-Market Grid® Report for Sales Analytics
Fall 2026
G2 Report: Grid® Report
Grid® Report for Sales Analytics
Fall 2026
G2 Report: Grid® Report
Enterprise Grid® Report for Sales Analytics
Fall 2026
G2 Report: Grid® Report
Momentum Grid® Report for Sales Analytics
Fall 2026
G2 Report: Momentum Grid® Report
Small-Business Grid® Report for Sales Analytics
Fall 2026
G2 Report: Grid® Report
Enterprise Grid® Report for Sales Analytics
Summer 2026
G2 Report: Grid® Report
Small-Business Grid® Report for Sales Analytics
Summer 2026
G2 Report: Grid® Report
Mid-Market Grid® Report for Sales Analytics
Summer 2026
G2 Report: Grid® Report
Grid® Report for Sales Analytics
Summer 2026
G2 Report: Grid® Report
Momentum Grid® Report for Sales Analytics
Summer 2026
G2 Report: Momentum Grid® Report










