---
title: "Proforma Prepares for the Launch of Automated Sales Insights Tool"
url: https://burnaze.com/article/5e83ccfc-1523-4cb6-9e28-b9eca6b5104c
source: "Franchising.com"
original_url: https://www.franchising.com/news/20220224_proforma_prepares_for_the_launch_of_automated_sales_insights_tool.html
category: "General"
published: 2022-02-24T12:00:00.000Z
modified: 2026-11-01T01:10:54.057Z
image: https://images.unsplash.com/photo-1551836022-deb4988cc6c0?w=1600&q=80&auto=format&fit=crop
---

# Proforma Prepares for the Launch of Automated Sales Insights Tool

**TL;DR:** Proforma is launching its proprietary ProSuccess insights module, a sales dashboard to improve productivity and inform business initiatives. The module provides real-time sales and profitability insights and offers advanced sales analytic features to Proforma Owners.

*originally published in Franchising.com on 2022-02-24. [Read the original](https://www.franchising.com/news/20220224_proforma_prepares_for_the_launch_of_automated_sales_insights_tool.html).*

## Story

This module’s goal-setting functionality provides real-time actionable sales and profitability insights by client. It offers an exclusive array of advanced sales analytic features to Proforma Owners, but the real value lies in the automation. “Data analytics are critical to better understanding client behavior and trends,” explained Proforma VP of Sales, Greg Armstrong. “This next-level insights tool allows Proforma Owners to track their team’s account growth in real-time. The predictive nature of the tool will significantly mitigate sales attrition while supporting retention strategies.”

Attendees of Proforma’s upcoming Million Dollar Club event can expect an exclusive look at the sales dashboard and an in-depth demonstration of its powerful features. “ProSuccess exposes sales insights and forecasts future performance for your customers and sales teams,” describes Proforma Chief Strategy Officer, Stan Maxwell. “Owners will use the tool to gain visibility into sales activities; locate high or under-performing customers, and predict future sales opportunities.”

Proforma’s sales and marketing teams continue to perfect the module using pilot-user feedback in the weeks leading up to its launch.

## Entities

- Franchising.com (publication)
- General (sector)
- product launch (topic)
- Proforma (company)
- franchise technology (topic)
- Greg Armstrong (person)
- business analytics (topic)
- sales insights (topic)

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Originally reported by Franchising.com (https://www.franchising.com/news/20220224_proforma_prepares_for_the_launch_of_automated_sales_insights_tool.html). Summarized by Burnaze (https://burnaze.com/article/5e83ccfc-1523-4cb6-9e28-b9eca6b5104c).