← Use cases
Reporting

Your reps sell every day. Can they wait for a report?

Bicycle gives every rep a daily snapshot by product line, on numbers validated against your history and your CRM, so finance and sales read the same figures.

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Before

Reports built by hand arrive late. When the report, the CRM and finance disagree, nobody acts on any of them.

With Bicycle

History is validated before anyone relies on it, and reps and managers drill down and ask follow-up questions themselves.

What happens when a KPI moves.

  1. 01

    Detect

    Daily snapshots by rep and product line, and weekly product views, refresh without a request.

  2. 02

    Explain

    Every figure traces back to validated history and matches the CRM.

  3. 03

    Act

    Reps work from their daily snapshot, and managers drill into a territory or product line.

  4. 04

    Learn

    More of the business adopts the same numbers as new data sources join.

0.1%

largest gap between 32 months of history and production, checked before go-live

Seen at: a US retailer.

Everyone can ask. Data & Analytics controls what gets trusted, published, and acted on.

Runs on
  • Sales history
  • CRM
  • Product catalog
Used by
  • Sales reps
  • Sales leadership
  • Finance

Common questions

How do you make sure sales reports match the CRM and finance?
Bicycle re-validates your sales history against production before anyone relies on it, and checks dashboards against the CRM, so the numbers hold up when finance looks at them. When someone questions a figure, the answer comes with its source. Finance can then check the same dashboards your reps use, rather than keeping a separate version.
What data does daily sales reporting by rep start from?
Bicycle puts daily rep snapshots and weekly product views on the data your business already has, starting with sales history, the CRM and the product catalog. The snapshots refresh without anyone requesting a report. As more of the business adopts the same numbers, marketing, web analytics and inventory data are the next sources to add.
Can sales reps and managers explore the numbers themselves?
Bicycle lets reps and managers drill down and ask follow-up questions themselves, within what each role is allowed to see. Reps start the day from their own snapshot. Managers drill into a territory or product line and follow up in chat, so a question about a number does not wait for a new report request.

More on reporting

More on marketing return

See it on your own KPI.

Bring one revenue-critical KPI. We'll show how Bicycle detects the movement, explains the cause, and recommends the next step.

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