CRM Analytics

CRM Analytics

A drop in sales could be an indication that you aren't making enough effort to connect with potential customers. The sales staff can be monitored to ensure consistent contact and pursuit of leads and opportunities.

1. Sales Funnel

You can get a good idea of your potential clientele and a quantitative understanding of the sales process by analyzing the sales funnel report.

In addition, by monitoring the trends in these metrics over time, you can spot issues in the sales pipeline and act accordingly.

Choose a Time Range, Beginning Date, and Ending Date, then click on the Sales Funnel in Chart tab.

2. Sales Pipeline

There are several sales processes that must be completed before an opportunity can result in a sale. Through this report, you can examine the cumulative value of the opportunities and make comparisons across the various phases.

Make your selections (Company, From Date, To Date, and Sales Pipeline in Chart) below.

3. Opportunities by Lead Source

Insights into the commercial viability of opportunities based on Lead Sources are presented in this report.

In the resulting window, choose "Opportunities by Lead Source" and then the Company, From Date, and To Date.