Management Reporting

Flexible and powerful report templates and queries give management the insight they need.

QUERY CONTROLS

Illustrative query controls.

Choose Period

Choose the parameters for the period of time you want to look at (days, weeks, months).

Choose Rep.

Choose a sales representative or other staff member.

Choose Product / Marketing Campaign

Choose multiple fields to display on the chart. Just click into the box to bring up the drop-down.

Note

The dialogue for the Leads Generated report is similar.

SALES REPORTS

Sales Achieved

All saves achieved, broken down by sales rep, and product category.

Note

There is a switch on the left to choose whether to include ex-sales staff in the query or not.

Sales Detail

Detailed information for each sale broken down by each sales rep, including price achieved etc.

Sales Pipeline

Overview the sales pipeline for each rep.

Note

You can drill down into details of the opportunities by choosing a sales stage from the ‘Choose Pipeline List’ drop-down.

Leaking Funnel

Understand where leads are being lost. You can separate internal sales and field sales if required.

Conversion Ratios

Key sales ratios. Leads to prospects, prospects quoted, closing ratio, prospects to sales.

Leads Generated

See how many leads each marketing campaign generated for the period queried. There are also detail lists accompanying this graphic which provide additional information.

OPERATIONAL REPORTS