How much have my employees booked?
Displays revenue booked by sales rep, weighted estimate of open opportunities, and how many deals are already closed
Owner Opportunities
Displays information in a tabular format for a detailed analysis
Analyze Sales Revenue
Analyze sales and opportunities to quickly identify your top performers and who is bringing in the biggest deals. Allocate resources where needed to optimize performance
Halo Tips
It is very easy to master Halo, and you can learn simply by clicking. There are four primary actions which will help you navigate the data shown in each app: slicing, drilling up and down, and sorting. In addition, you can click on charts, lines and graphs to drill into the information that you are looking for.
Time Controls. Use the time controls to quickly change the amount of data shown (Year/ Quarter/ Month/ Date)
Refresh. While you're busy exploring your data, it's easy to forget how to return to where you were. Simply click on the Refresh button to reset your view.
Share. Distribute reports via direct link or on a scheduled basis to all users within your organization. Create alerts to get notified when a condition has been triggered and take immediate action.
Export. Easily export your data to Excel and PDF including all graphs and charts.
Drill down to the next, lower level.
Drill up to return to the higher level.
Select all rows, useful after slicing.
Filter rows to identify items of interest.
