CRM reports
Finally, check the quality of sales team by:
• assessing the average time taken to respond to a customer request;
• determining the number of prospects created by salesperson.
Step 1: CRM Dashboard
The following is the default reports which will be displayed in the CRM Dashboard. You can change the way the Graph is displayed by clicking on any options in Graph Mode, Legend or Actions.
CRM report in graph view
Step 2: Check CRM Reporting
Amongst the various CRM reports available in Reporting, find:
• The delay to close an opportunity;
• The lead/opportunities by salesperson.
Reporting>Dashboards
CRM report in list view
Opportunities Analysis Report:
Phone Call Analysis Report:
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