Visualise and scrutinise your Salesmate CRM data with in-depth insights. Create insightful reports and dashboards to track your key sales performance indicators (KPIs). Download and share reports and collaborate with your colleagues, visualise reports with mindful charts.
- Your Salesmate CRM data gets synced automatically to Reports. Access a full fledged automation tool seamlessly from within your Salesmate CRM account.
- The Salesmate Reports add-on provides you with multiple hand-picked, ready made reports and dashboards that you'll love and find great value in instantly.
- Visually analyze and build insightful reports and dashboards with easy drag-and-drop interface. No IT help required!
Profile Permission Required: Users with the Manage Reports permissions can access this feature.
1. Default system generated reports are not available for downloads
2. Dynamic charts and complexity restricts reports to be downloaded
3. Custom reports is only available for download
4. You can print report after download / no print option is directly available within system
List of Some of the Standard Reports -
- Activity Insights
- Activity Insights - Monitor your activities
- Activity Duration - Monitor spent time
- Activity Outcomes - track and compare activity outcomes for you and your teammates.
- Call Logs - Filterable call history with recordings
- Deal Insights
- Deals Won - Know how many Deals were won
- Deals Won Over Time - Know how many Deals were won over a period of time
- Deals Lost - Know how many Deals were lost
- Deals Lost Over Time - Know how many Deals were lost over a period of time
- Sales Insights
- Sales Goal - Track your team's goals based on deal amount
- Won Deals - Track your team's goal based on number of deals
- Pipeline Insights
- Sales Funnel - Monitor at which stages your current deals are in the pipeline
- Sales Forecast - Forecast your sales and keep yourself updated with your deals
- Deal Stage Duration Analysis - Monitor how much time each deal spends in a stage
- Average time spent on Deals by Owner - Monitor how much time each user takes to close the deal
- Email Insights
- Email Template Usage Analytics - Email Template Usage Analytics Description
- Email Activity - View the stats of emails sent by you and your teammates
- Customer insights
Contacts - Summary of your individual contacts
- Companies - Summary of your company contacts