Working with default system Reports (Legacy) Follow

Visualize and scrutinize 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, visualize 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 an easy drag-and-drop interface. No, IT help required!

Profile Permission Required: Users with the Manage Reports permissions can access this feature.

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 the deal amount
  • Won Deals - Track your team's goal based on number of deals

A weighted sales pipeline acknowledges that not every opportunity results in a sale. This is a more detailed sales forecasting method that assigns a value to each deal based on where it is in the sales funnel.

Weighted: Deal Won (during the given period) + Forecast Value (Deal Value - win probability % value)

• 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

A weighted sales pipeline acknowledges that not every opportunity results in a sale. This is a more detailed sales forecasting method that assigns a value to each deal based on where it is in the sales funnel.

• Won: Deal values that have been marked as Won during the given period
• Forecast: Percentage Value of the winning probability set per stage or customized on the deal level
• Weighted Pipeline: Deal Won (during the given period) + Forecast Value (Deal Value - win probability % value)
• Open: Deal Value for all open deals (Deals that has not been marked as closed during the given period)
• Close: Deals that have been marked as Won or Lost during the given period.

• 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