Sales for CRM - Sales Analytics

Dashboards & Reports

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Workbooks Dashboards

With an unlimited number of customisable Dashboards and extensive Reporting capabilities, with Workbooks it is extremely easy to track your crucial business information and to drill down into key data.

All reports and dashboards display current, up to date data at all times, enabling you to identify the health of your business at the click of a button.

• Report on all record types and their associated fields, including standard, customised and calculated.
• Filter, group and sort the data in your reports to give you a different view of the same data, without have to create a completely new report.
• Within your reports, build queries across all record types, allowing you to extract key business information.
• Drill down into specific record types, directly from a list view.

Track KPI’s

Being able to identify key performance metrics, is vital for any successful sales operation. Workbooks has the functionality that enables you to identify and track;

• Number of Activities completed per Sales Rep
• Win rates per Sales Rep
• Which competitors are competing for the same deals
• Dormant Customers
• Revenues & Gross Margins