All of Efficio at your fingertips.
We have an app! Available for iOS and Android, the new Efficio app makes logging in from your phone or tablet even easier. The first of its kind for a media sales platform, we’ll be enhancing this feature throughout the year to make this a tool you won’t want to be without.
Saved Views & Simplified Filters
New ways to view. More ways to be efficient.
We want Efficio to be your source for easily accessing any financial data you may need, but we also recognize that you don’t need to see all of your data, all the time. Our latest update allows you to customize your view and save it for future use.
Customize & reorder table columns.
Pulling a report on a regular basis just got easier with our saved views and updated filters. Set up the data the way you want to see it and save for future use. Just one of the many ways we try to give you back part of your day.
See the data that is important to you.
With new drag and drop column headers and filters, you can see exactly what you want to see, in the format you want to see it. Set up your report just the way you want it and you won’t have to do a thing once you export to excel.
Pulling a report on a regular basis just got easier with our saved views feature. Set up the data the way you want to see it and save for future use. Just one of the many ways we try to give you back part of your day.
There’s nothing more frustrating that pulling a report with more data than you need and having to take the time to reorganize it. Our simplified filters make that a thing of the past. See only the data you need and sort columns in the order you want them.
A more visual account summary.
Designed with mobile in mind, an all-new account view is coming soon. Quickly keep an eye on your account’s performance visually using the new financial chart. Access the critical account information you need quickly like pending, contacts, locations, and account information.
Forecast accuracy measures AEs’ pending for the month against what they actually put on the books by the end of that month. Managers can use these comparisons to identify trends and adjust pending confidence levels, giving them a more accurate call for the month. Reviewing this data with AEs helps them gives them clarity on their activity and encourages sharing of more accurate data.
Nielsen TapScan Integration.
Our new integration with Nielsen TAPSCAN Sales Connection simplifies the process of tracking proposals, while giving managers better intelligence to evaluate and make accurate forecasting and inventory management decisions.