Sales reps can track their results and managers can see their team’s performance.
You can see deals and activities across time or any data point you want. Create charts to view the team members that bring more revenue, understand the reasons behind your data and make corrections to your sales process.
The reports have several filters on the top. Be careful to select them correctly to view the information you want.
This reports provides a chart with data about the closed deals by period
Similar to the Sales Report but provides the expected sales volume based on the expected closing date.
View your sales goals or the goals of your team. Advanced Plan required.
Sales by Product – Quotes
View your sales (won deals) based on the products you sold. This works on the product added to “quotes”. Standard Plan required.
Forecast by Product – Quotes
View the products in your Pipelines. This report let you see the products added to your “quotes” and it is based on expected closing date. Very useful for provisioning. Standard Plan required.
Recurring revenue and number of subscriptions active in a time frame. Standard Plan required.
Subscriptions that have been activated during a time frame. Standard Plan required.
Subscription that have been ended/cancelled during a time frame. Standard Plan required.
View the deals you lost.
View the deals by open date.
View the events added to calendar by type (Task, Call, Meeting, etc.)
Like Events, but shows the events marked as done.