What a sales force system should track
A sales force system exists to answer three questions at any moment: how much is in the pipeline, how much has been won, and where each deal currently sits. In Jestor, a ready made template covers all three, with a dashboard, a contact registry and a pipeline board.
Why sales reporting is usually late
Most sales teams know their numbers at month end, which is exactly when it is too late to change them. The data exists, but it lives in the reps' heads, in a spreadsheet and in a chat thread.
A system earns its place when it turns the daily activity itself into the report, rather than requiring someone to assemble one.
What sales leaders usually cannot see in time:
- How many deals are actually moving versus stalled
- Win rate for the current month while it can still be influenced
- Which clients account for most of the volume
- Which deals are approaching their validity date
- Who owns each opportunity right now
What the dashboard should show
| Indicator | What it answers | Decision it supports |
|---|---|---|
| Deals in flow | How much is active right now | Capacity and forecasting |
| Deals won | Closed business in the period | Progress against target |
| Win rate this month | Share of deals converted | Where coaching is needed |
| Sales by stage | Distribution across the pipeline | Spotting a blocked phase |
| Sales by client | Concentration of volume | Account strategy and risk |
| Date filter | Activity in a chosen range | Comparing periods |
Step by step to put it to work
- Install the sales force template and review the default pipeline stages.
- Adjust the stages to match your real sales cycle.
- Register your contacts so deals can reference an existing record.
- Create deals with total value, owner, validity date and status.
- Work the pipeline board, moving deals as they progress.
- Use the date filter on the dashboard to compare periods.
- Generate the PDF attached to each deal when you need a document to send.
Why the summary list matters alongside the board
The board is where work happens. The summary list is where a manager checks the state of everything at once: deal total, contact, status, validity, owner and the generated PDF, all in one row.
- Validity visible per deal: proposals approaching expiry are easy to spot
- Owner on every record: no ambiguity about who is working what
- PDF tied to the deal: the document lives with the record that produced it
- Fully editable template: stages, fields and indicators adapted to your process
Frequently Asked Questions
Can I change the pipeline stages?
Yes. The template is fully editable, including stages, fields and indicators. See jestor.com.
Can I see sales concentrated by client?
Yes. A dedicated chart shows the distribution of deals per client.
Does each deal generate a document?
Yes. A PDF can be generated and stays linked to the deal record.
Video Tutorial: Step by Step
With Jestor, you can automate workflows, connect teams, and build internal systems your way, all without code and powered by AI. Discover Jestor at jestor.com and see how to take your company's operations to a new level of efficiency and control.