Reports

In the CRM module of our platform, we offer a comprehensive set of reports to help you track and analyze your leads and deals. Here are some of the key reports available:

1. Lead Reports:

   • General Lead Report: This report provides an overview of all your leads, including their contact information, status, source, and assigned staff. It gives you a holistic view of your lead database.

   • Staff Lead Report: This report focuses on the leads assigned to each staff member. It helps you monitor individual staff performance and track their progress in converting leads.

   • Pipeline Lead Report: This report visualizes your lead pipeline and shows the distribution of leads across different stages, such as "Draft," "Sent," "Open," "Revised," or "Declined." It gives you insights into the health of your lead funnel and helps identify potential bottlenecks.

2. Deal Reports:

   • General Deal Report: This report provides an overview of all your deals, including deal details, associated contacts, deal stage, probability, and value. It helps you track the status and progress of your deals.

   • Staff Deal Report: This report focuses on the deals assigned to each staff member. It allows you to analyze individual performance and identify top-performing salespeople.

   • Pipeline Deal Report: This report visualizes your deal pipeline, showcasing the distribution of deals across various stages, such as "Draft," "Sent," "Open," "Revised," or "Declined." It helps you understand the flow of deals through your sales process and identify areas for improvement.

These CRM reports provide valuable insights into your lead and deal management activities. They help you evaluate the effectiveness of your sales efforts, track the performance of your staff, identify potential bottlenecks in your sales pipeline, and make data-driven decisions to optimize your sales processes.