KPI
See this monthโs performance.
Track revenue, conversion rate, average deal size, and new accounts in real time against goals.
FEATURE ยท SALES
Revenue and payments, at a glance.
Revenue is tracked in real time by event and period, and reported automatically to your GM and CFO at HQ. No more manual month-end reconciliation.
Sales-Engine Pro feature
REVENUE CONTROL
Sales reporting is not month-end accounting.
GMs, CFOs, and HQ teams need more than total revenue. They need to see which channel and owner created which event revenue every day.
REPORT
Automate HQ reporting.
Send weekly revenue contribution, lead fit, and lost-reason reports to GM and CFO automatically.
PAYMENT
Connect payments and settlement.
Contract terms, payment links, paid status, and settlement data stay attached to the same deal flow.
FEATURE ยท 01
Real-time KPI dashboard.
Revenue, average deal size, conversion rate, and new accounts are shown in real time. Switch periods to review performance at a glance.
DATA SIGNALS
Revenue
$160,000
Change 18%
Conversion
47%
Change 9%p
Avg. deal size
$5,500
Change 6%
- Real-time revenue tracking
- Conversion funnel analysis
- Performance by rep
FEATURE ยท 02
Automated HQ reports.
Weekly revenue contribution, lead Fit Score, and lost-deal statistics are emailed automatically to your GM and CFO.
- Weekly automated report
- Emailed to GM & CFO
- Multilingual HQ reporting
FEATURE ยท 03
Integrated payments.
After a deal is confirmed, payment links, paid/unpaid status, and settlement data stay in one flow. The system unifies work that used to be scattered across reconciliation.
DATA SIGNALS
Automation steps
4
Based on the buyer journey
- Send payment links
- Track paid and unpaid status
- Aggregate settlement data
SALES ENGINE ยท FEATURES
Which plan includes which features?
From Base โ Sales-Engine Pro โ Sales-Engine PRO AI, each higher plan includes everything in the plans below it.
| Feature | Base Sales Engine package $400~ | Sales-Engine Pro Base + VR & strategic data $700~ | Sales-Engine PRO AI All of Pro + AI automation $1,100~ |
|---|---|---|---|
| Website & social Sales Engine widget | |||
| Roovook sales platform integration (0% booking commission) | |||
| Unified inbox & inquiry management | |||
| Digital quote (e-RFP) issuance | |||
| Event & Sales Management System (EMS) | |||
| Automated review collection & SEO visibility | |||
| Marketing channel traffic analytics | |||
| Branded 360ยฐ VR (Matterport) | โ | ||
| Custom Sales Engine & RFP design | โ | ||
| Intelligent CRM & lead scoring | โ | ||
| Strategic data analytics & market demand forecast reports | โ | ||
| AI call & email auto-classification | โ | โ | |
| Roovis 1-second AI quote & one-click send | โ | โ | |
| Roovis Agent ยท sales agent | โ | โ |
GET STARTED
Automate your HQ reporting KPIs.
Available as Sales-Engine Pro after adopting Sales Engine.