Reports & Analytics

Reports

  • Gain insight into your lead-to-customer cycle through predefined reports for campaigns, accounts, leads, opportunities and much more.
  • Generate role-based custom reports based on prospects, leads, accounts, and opportunities and export in various file formats.
  • Top level managers can generate daily reports to track tasks performed by an employee.
  • The sales velocity report provides real-time insight into your sales pipeline.

Dashboards

  • Role based access to dashboards for campaigns, sales, opportunities, quotes and services.
  • View comparison charts once or twice a year.
  • Monitor recent activities, top activities with highest revenue, sales pipeline and conversion ratio charts on your home page based on your role.
  • View status of leads and opportunities based on date filters.