Rep Functions
Dashboard
  • Upcoming Events
    • Meetings
    • Reminders
  • Revenue tracking by Quarter
    • Budget
    • Actual Sales
    • to Budget Calculations
  • Forecasting by Quarter
    • Pitch amounts
    • Funnel Calculations
Client Listing
  • Search Client Database
  • Add Clients of Multiple levels
  • Activity at a glance
  • Filtering based on multiple data points
  • Shortcut buttons
  • Click-through to Full client Overview
    • All client particulars
    • Client address and Contact information
    • Billing contact information
    • All client activity
    • Client Notes
Pitch Report
  • Add detailed Pitch information
  • View detailed PĂ®tch list
  • Filter all Pitches based on multiple data points
  • Shortcut actions
  • Auto spread functions for forecasting
Calendar
  • Add multiple Meeting Types
  • Add multiple Reminder Types
  • Auto Reminders emailed daily
  • Assign to Client or Personal
Monthly Budget Report
  • Revenue tracking
    • Track Budget by Station and Type
    • Track Actual Sales
    • Dollars to Budget
    • % to Budget
  • Forecasting by Month
    • Pitch Value
    • Confidence levels
    • Funnel Values
    • Forecast amounts to Budget
  • Key Performance Indicators
    • New Business
    • Out of Market Sales
    • Average / Largest Close
    • $ and % Closing Ratios
  • Pitch Breakdowns
    • Total Pitch Amounts by client by Month
Client Information Report
  • See which clients are missing information at a glance
  • Easily update missing information
Assigning Orders
  • Easily assign orders to existing pitches
  • Create new pitches on the fly to assign new orders
Contact Us
info@bravoh.com
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Our Team
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Questions?
To find out how BravOH can help
you empower your sales teams

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