Overview

Last updated 1 year ago

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Overview

In the Our platform, you can track and manage your sales pipeline efficiently with the following features and reports related to leads, deals, and contracts:

Lead Count: This metric provides the total number of leads in your system. It gives you an overview of the quantity of potential customers or prospects you have in your sales pipeline.
Deal Count: This metric shows the total number of deals in progress or closed. It helps you understand the number of deals your sales team is actively working on or has successfully closed.
Contract Count: This metric indicates the total number of contracts associated with your business. It gives you insights into the number of legal agreements or contracts you have with customers or vendors.
Lead Status: This report provides an overview of the status of each lead in your system. It categorizes leads based on stages such as "Draft," "Sent," "Open," "Revised," or "Declined." It helps you track the progress of each lead and identify areas for improvement in your sales process.
Deal Status: This report presents the status of each deal in your pipeline. It categorizes deals based on stages such as "Draft," "Sent," "Open," "Revised," or "Declined." It enables you to monitor the status of deals and identify potential bottlenecks or opportunities for improvement.
Latest Contract: This report displays the details of the most recent contract created or updated in the system. It provides information about the contract title, parties involved, effective dates, and any additional terms or conditions. It helps you stay updated on the latest contract activities and facilitates easy access to contract details.

These reports and metrics within the Our platform enable you to monitor and analyze your lead generation, deal conversion, and contract management processes. They provide valuable insights into the quantity and status of your leads and deals, helping you make informed decisions, prioritize actions, and track the performance of your sales team.

note: you can add new status in deal and lead from CRM Setting

PreviousCRM NextReports

Last updated 1 year ago

Was this helpful?

In the Our platform, you can track and manage your sales pipeline efficiently with the following features and reports related to leads, deals, and contracts:

Lead Count: This metric provides the total number of leads in your system. It gives you an overview of the quantity of potential customers or prospects you have in your sales pipeline.
Deal Count: This metric shows the total number of deals in progress or closed. It helps you understand the number of deals your sales team is actively working on or has successfully closed.
Contract Count: This metric indicates the total number of contracts associated with your business. It gives you insights into the number of legal agreements or contracts you have with customers or vendors.
Lead Status: This report provides an overview of the status of each lead in your system. It categorizes leads based on stages such as "Draft," "Sent," "Open," "Revised," or "Declined." It helps you track the progress of each lead and identify areas for improvement in your sales process.
Deal Status: This report presents the status of each deal in your pipeline. It categorizes deals based on stages such as "Draft," "Sent," "Open," "Revised," or "Declined." It enables you to monitor the status of deals and identify potential bottlenecks or opportunities for improvement.
Latest Contract: This report displays the details of the most recent contract created or updated in the system. It provides information about the contract title, parties involved, effective dates, and any additional terms or conditions. It helps you stay updated on the latest contract activities and facilitates easy access to contract details.

note: you can add new status in deal and lead from CRM Setting