Author's page - Yevheniy Rubashenko

Production manager

About the author

Yevhenii Rubashenko is the Back Delivery Department Manager at Raketa Prodazh, with 4 years of experience in sales. He specializes in sales analytics, CRM implementation, business process automation, and dashboard development to provide business owners with a clear view of their key sales metrics. He helps small and medium-sized businesses make data-driven decisions based on real sales performance rather than assumptions.

Articles by this author

How to Tell Your Sales Department Already Needs Automated Plan-Actual Reporting

At the start, a sales department lives just fine in Google Sheets or CRM systems. Five managers, dozens of deals a month, everything transparent and clear. But the team grows, leads increase, channels multiply, and now the manager looks at total revenue and can’t figure out what went wrong. The plan wasn’t met, but where exactly the dip happened is unclear: leads, manager activity, conversion, average check, or forecast.

How Automated Plan-Fact Reports Help You Spot Sales Drops Faster

The twenty-fifth of the month. The manager opens the CRM or spreadsheets and sees: 40% short of plan. The whole time, the team was working – calling, meeting, sending proposals. But there’s no result. The post-mortem begins, but there are only five working days left, and it’s almost impossible to change the month’s outcome. Sound familiar?

How to Tell Your Sales Team Already Needs Automated Reporting

In the early stages, a sales team can get by with simple spreadsheets, manual reports, and CRM exports. But as the team grows – along with the number of leads, sales channels, and deals – manual reporting starts to slow down management. Data gets collected with delays, reports don’t match up, the manager wastes time double-checking numbers, and funnel problems only become visible way too late.

How Automated Reports Help You Spot Sales Dips Faster

In a sales department, dips often become visible far too late – once the plan has already been blown, revenue has dropped, or a mountain of lost deals has piled up. The manager sees the final number but doesn’t understand exactly where the problem originated. Maybe there were fewer leads? Or reps are processing requests more slowly? Or maybe the issue lies in the quality of negotiations or the approval stage?

How to Prepare Your Sales Department for Implementing Automated Sales Analytics

Many leaders want to see accurate reports on sales, conversion, and revenue forecasts. But when it comes to implementing automated sales analytics, the CRM turns out to be a mess. Managers fill in fields however they feel like, funnel stages don’t reflect the real process of working with a client, and half the information lives in spreadsheets and social media chats.

Understanding the CRM Implementation Process

Imagine this: you bought a first-class ticket but ended up in economy with broken air conditioning. That’s how businesses feel when CRM implementation doesn’t go according to plan. Bold promises of a sales revolution crash against reality – team resistance, technical difficulties, and non-working integrations.