Performance Navigator integrates your entire sales stack and provides automated reports, dashboards and analytics for mortgage brokers and lenders, commercial lenders, small business lenders, retail, insurance agents, wealth managers and financial advisors, and leasing agents.
Performance Navigator is a cloud-based system (SaaS) that pulls data from any CRM system, core processor, loan origination system, HR system, incentive system and completely automates your sales reports, call reports, pipeline reports, scorecards, executive dashboards and sales analytics (trending, stack ranking, charts, etc.). It is designed for sales executives and frontline sales people in retail, commercial, small business, credit, risk, wealth management, private banking, treasury management and insurance.
Sales, marketing, credit and finance can finally speak a common language. Reports and dashboards enable teams to make data-informed decisions regarding everything from marketing leads, prospecting, underwriting, pipeline management and customer relationship management.
No more pointing fingers. Everyone is sharing the same trusted data.
Best Practice Reporting
Gain confidence knowing what questions to ask.
Slice and dice your data down to the smallest detail.
Multiple Data Sources
Combine and reconcile CRM, LOS, Marketing and CORE data.
Justify your investments in technology, training, coaching, marketing and incentive compensation.
Four Important Dashboards
Monitor your sales pipeline in real time with Performance Navigator
View all your pipeline metrics that matter in one place with Performance Navigator
Compare where you are today with where you should be today with Performance Navigator
Put your performance in context with Performance Navigator
Sales managers are tired of waiting months and years for sales reports. They are tired of spending precious resources to pull data from multiple sources and bulding spreadsheets that never get used. We understand that so we fixed it with Performance Navigator.
Anywhere Access – Performance Navigator works on your desktop, laptop or mobile device.
One Source of The Truth – Performance Navigator brings all your important sales data together in one place.
Smarter Employees – When everyone in the organization has the information they need to be successful, amazing things happen.
Eliminate Noise – There is a lot of data noise from many different sources with varying degrees of accuracy and importance. Performance Navigator focuses the entire organization on the metrics that matter.
Know At Every Moment What’s Impacting your Growth, and Why –
When everyone is pulling the Metrics That Matter from one source of data, they can focus on what’s important instead of who’s right. Performance Navigator is a coaching solution that enables faster, more informed coaching decisions, is integrated with our Performance Model and training, and has the tools to support Result CoachingSM, Quarterly Action Plans, and Weekly Check-Ins.
Performance Navigator provides a variety of Coaching Scorecards:
Improve Coaching with
with Performance Navigator
You need to know not only what’s in your pipeline today, but also when and why it changed. With Performance Navigator, you will know in a single glance which deals are at risk and which are about to close.
Visually review the history and aging of all pipeline opportunities and how they are being worked.
Review the status of your pipeline and eliminate unnecessary calls to underwiritng. Use the updated status (active, inactive, advancing, declined, stalled, pending more information, booked) to improve pipeline management and forecasting.
Improve your win rates and conversion rates by immediately knowing when a deal becomes stalled or inactive.
Understand each stage of the pipeline with accurate time-in-stage and stage conversion rates. Assess the risk factors and constraints that jeopardize your pipeline (value, aging, and time-in-stage).
Interact with your pipeline for a
transparent view from lead to funding
with Performance Navigator