Reports

Overview

In Reports menu you can see (and set) various graphical charts related to the sales process, customer and lead management, etc. You can see the progress and efficiency of your sales prospecting efforts, various data depending on your selection.

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The dashboard of leads consists of various separate graphs (which we will cover below):

  • Leads by researcher
  • Leads by source
  • Leads by date
  • Opportunities stages
  • Opportunity conversion
  • Opportunity aging
  • Opportunities won/lost
  • Sales by country

Leads by researcher

This simple graph shows the list of your sales managers (researchers) next to the numbers of leads and sales opportunities they have brought within the particular time period. You can select various periods to be displayed monthly, quarterly, annually as well as set custom dates. A column next to a manager shows the total number of leads in light red color, and a number of opportunities converted from those leads in light blue color.

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Leads by source

This graph is similar to the previous one and shows short data on sources of your sales leads within the set time period. You can select various monthly, quarterly, annual periods to display, as well as set custom dates. A column next to a source shows the total number of leads in light red color, and a number of opportunities converted from those leads in light blue color.

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Opportunity conversion

This chart helps you in figuring out sales opportunities conversion rates in your company. There are two graphs here: one with the conversion rate (in percentage) relative to revenue and one with conversion rate relative to a number of opportunities.

In each graph you’ll see a list of managers’ names next to blue column representing opportunities quantity or revenue. A green circle in that column will mark the conversion rate for each manager in percentage. So 0% would mean no opportunities or leads were converted into sales, and 100% would mean all of them were converted.
You can select a time period to display choosing one of four options: 7 days, 30 days, 90 days, and 12 months.

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Opportunity aging

This chart may act as a reminder for you and your team to see when has the last activity on sales opportunities been taken. There are two graphs here: one with last activity ranges relative to the expected revenue, and one with last activity ranges relative to the number of opportunities.

Graphs are divided into following ranges for display:

  • 0-7 days
  • 8-15 days
  • 16-30 days
  • 31-60 days
  • 61-120 days
  • over 120 days

Next to every range opportunities are shown in different colors depending on the stage they are on. This data is automatically gathered from the CRM module and there are no additional options for users here.

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Opportunity (staging)

This chart simply shows at what stages are your sales opportunities for a selected time period. You can choose between 7 days, 30 days, 90 days, 12 months. You may define your stages using Settings, for example, it may be New, In development, Offer sent, Lost, etc.

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Won/Lost

The graph here represents data about sales opportunities converted into sales (won) and those that have been not (lost). Select time period (latest 7, 30, 90 days, or 12 months), select display option of a day, week or month, and see the number of opportunities with won/lost percentage on the right. Won opportunities will be displayed in green color, lost ones will be displayed in red.

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Sales by country

This chart shows the total of sales deals (as revenue) by country for a selected time period. So you instantly can discover in what regions your business excels and where it lags behind.

You can also choose monthly / quarterly / annual time periods for the graph, or set custom dates.

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Leads by date

In this tab you can see all your Leads sorted by date.

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Leads by names

The graph shows the total number of sales leads assigned to, qualified by or qualified from all of your sales managers individually. Select the time period and/or criteria for display. Assigned to means leads appointed to a specific manager to elaborate. Qualified by means leads that have been approved as positive opportunities by a specific manager. Qualified from means leads that have been approved coming from a specific manager’s efforts.

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