How to Use a Data-Driven Sales Approach

Your sales process is chugging along, but how do you know if it's working?

With Insights and in-app reports, Daylive gives you the information you need to understand your strengths and where you need to improve your sales process. With a refined and improved process, you can close deals faster and make more money doing it.

What you'll learn:

  • How to use Insight view to review your Sales Pipelines
  • How to create in-app print and custom reports

Refine Your Process With Reports

Insights is a visiualization of your deals. Use it to see how many deals you've won, how many you've lost, and how much money those represent. Insights will show you where deals are getting stuck, your top deals, who your top performers are, and even a historical view of when new deals came in and when they closed.

How to use in-app Reports

Daylite's in-app print reports can be used to for PDF reports, sales meetings, and summaries. Create your own custom reports or contact us and we can pair you with a Daylite Expert who can customize a Report based on your needs.

Wrap Up

Your deals are a treasure trove of data that you can use to refine your process and close more deals. Use Insights and Daylite reports to improve your effectivness, streamline your processes, and close more deals.