29 posts tagged with "RevOps"

Pragma wurde erweitert: Verbesserungen am Dashboard und an den Vertriebs-Workflows.

Pragma wurde erweitert: working unsubscribe link + per-tenant marketing-email toggle.

Pragma wurde erweitert: Reservoir NFT auction import (#352).

Sprint S18 adds the missing time dimension to the existing velocity metric: Pragma previously showed only a single all-time average — now you can see, month by month, whether deals are closing faster or slower.

Pragma wurde erweitert: story-match survey answers + mid-demo email capture.

Sprint S17 closes a gap in the existing deal health traffic light (S04): an upcoming close date was already shown as a warning — but a close date that had already passed, or one that kept getting pushed later, stayed invisible. Both signals are now part of the risk score.

Sprint S15 brings Expansion Opportunity — the mirror image of Churn Risk (Sprint S14): the RevOps dashboard now shows not just which existing customers are at risk of leaving, but which ones are ready for an upsell conversation — before that momentum fades.

Sprint S16 brings the MRR/ARR Bridge — the metric that ties Churn Risk (S14) and Expansion Opportunity (S15) together into a single monthly movement view: how much recurring revenue came in as new business, how much through expansion, how much was lost to contraction or churn — and what's left net at the end.

Sprint S14 brings Churn Risk & NDR: the RevOps dashboard now shows not just who you're winning, but which existing customers are at risk of leaving — before it's too late.

Sprint S13 brings Rep Quota & Attainment: every sales rep gets their own monthly or quarterly revenue quota — and the RevOps dashboard shows live how close they are.

Sprint S10 adds a Rep Performance Leaderboard to the RevOps dashboard: who closes the most? What's each rep's win rate? Where are the open deals sitting? Everything at a glance — switchable between month and quarter.

Sprint S11 brings pipeline movement analysis: the Waterfall card in the RevOps dashboard shows at a glance how the pipeline changed during the month or quarter — from opening through new deals, won and lost, to closing pipeline.

Sprint S12 brings the Pipeline Coverage Score: how well does the current pipeline cover the revenue target? The industry standard is 3–4×. The coverage card in the RevOps dashboard shows immediately whether the team is on track — or where the pipeline gap is.

Sprint S09 ships the Revenue Goals module: define revenue and deal-count targets per period, measure attainment against won deals in real time, and project month-end performance with a pace indicator.

Pragma CRM has been extended: Finance Margin Tracking — cost_amount, margin KPIs, RevOps card.

Sprint S08 delivers a complete Quote/Proposal Module at the deal level: quotes can now be created directly from a deal and tracked through their full lifecycle — with new status transitions and a Quote Pipeline card in the RevOps dashboard.

Pragma CRM has been extended: ARR/MRR Revenue Dashboard — RevOps Platform S1.

Pragma CRM has been extended: Deal Risk Score — numeric 0-100 risk scoring for stalled deals.

Pragma CRM has been extended: Proactive Buyer Intelligence — AI-powered deal risk alerts.

Pragma CRM has been extended: Renewal Pipeline — renewal_date, KPIs, auto-tasks, RevOps card.

Pragma CRM has been extended: Revenue Attribution — First Touch / Last Touch / Linear.

Pragma CRM has been extended: Sprint S02 — Multi-channel sequences + auto-enrollment (#349).

Pragma CRM has been extended: Add Load Demo Data button to Revenue Intelligence empty state.

Pragma CRM has been extended: Add Delete Demo Data button to Revenue Intelligence view.

Pragma CRM has been extended: Email preferences opt-out fix + tenant list N+1 slow load fix.

Pragma CRM has been extended: Enable Publisher Hub (earn_rewards) by default for all workspaces.

Pragma CRM has been extended: Enable Signal Inbox by default for all workspaces.

Pragma CRM has been extended: Self-service account deletion.

Pragma CRM has been extended: Workspace lock/delete fix + demo data seed & refresh.