Reports & Analytics
- Gain insight into your lead-to-customer cycle through predefined reports of campaigns, accounts, leads, opportunities and much more.
- Generate role-based custom reports based on prospects, leads, accounts, and opportunities with the ability to export them into 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.
- 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.