Bento Insights – Sales Analytics Platform for SaaS B2B Companies

Empower your management team with predefined dashboards that track every KPI you need to grow. This Kit allows you to get a complete view of your business performance.

Manage the entire sales cycle with funnel analysis by geography, team, and employee. Monitor your sales pipeline with cohort analysis, and lead conversion/win rates throughout the funnel.

Bento is an out-of-the-box analytics platform for SaaS B2B companies. From Marketing to Sales to Product to Support, Bento connects all the dots.

• Predefined dashboards for every business team
• OOTB ELT’s ready to use
• OOTB DWH & Data models

Bento’s architecture is based on Rivery for data ingestion and transformation (ELT), Snowflake as a data warehouse, and Tableau for data visualization.

Sales Dashboard Content

Sales Overview Dashboard: Understand the performance of your entire Sales organization.

KPIs

• Number of new opportunities compared to the previous period
• Number of potential customers and ARR amount
• Number of new customers and ARR amount compared to the previous period
• Expected APP amount
• Customer Journey
• Get to know how many leads turn into an opportunity and become closed won.
• Conversion rate and the average time period in a specific stage
• New Opportunities Vs. Closed Won
• With a nice Kohort chart, know how many months pass till opportunity turns to WON.
• New ARR Over Time
• Present the amount of new ARR per month in comparison to the target value.
• New Opportunities by Country
• Number of new opportunities by country presented on a world map graph.
• New Opportunities by Industry
• Number of new opportunities by Industry presented on a tree map graph.
• Salesperson by Won Opportunities & ARR
• Understand a salesperson’s efficiency by the correlation between won ARR and the number of opportunities won.
• Snapshot pipeline: this enables you to freeze the pipeline on a quarterly/monthly basis

Salesperson Scorecard: Understand your individual salesperson performance.

KPIs

• Total ARR
• Number of new opportunities compared to the previous period
• Number of new customers compared to the previous period
• Number of new ARR compared to the previous period
• The amount of sales velocity compared to the previous period
• Opportunity Conversion Rate
• Opportunities closed per month
• Salesperson’s average conversion rate with a comparison to the target
• ARR Vs. Team Avg
• Salesperson’s ARR amount per month compared to team performance
• Activity Type
• Salesperson activities split by type
• Opportunity Details
• Salesperson’s list of opportunities