CRM
Statistics & reports

Three sidebar items under CRM cover analysis.

ItemWhat it is
StatisticsLive dashboard computed from CRM records
CRM StatisticsA list of stored metrics with targets per period
CRM ReportStored report definitions

Statistics dashboard

Open CRM > Statistics. It includes lead and value cards such as Total Leads, Open Leads, Won Leads, Lost Leads, Win Rate, Conversion Rate, Open Pipeline Value, Weighted Pipeline Value, Avg. Deal Size and Avg. Sales Cycle. Charts show Leads by Stage, Priority and Activity Type, Revenue over time, Performance by Seller, Top Customers and Lost To. A Needs attention area lists overdue, stale (30d+) and unassigned leads.

Add a CRM Statistics entry

  1. Open CRM Statistics and click the add button.
  2. Fill Period Name, Period Start/End, Metric Type, Target, Value and Notes.
  3. Save.

Add a CRM Report

  1. Open CRM Report and click the add button.
  2. Fill Report Name, Report Type, Date From/To, Description and Status.
  3. Save; click a row to open it.

Tips

  • Won, Lost and the Lost To breakdown depend on closing records with Mark Won / Mark Lost.
Stages & referencesOverview