CRM Reports
Overview
CRM reports provide valuable insights into sales activities, lead generation, and conversion rates. Our accounting software offers four reports to help you analyze sales performance:
- Sales Activities Report: A summary of sales activities, leads generated, and tasks assigned over a specified period.
- Leads By Source: A report on leads grouped by their source, including conversion rates and sales performance.
- Leads By Status: A report on leads organized by their current status in the sales process.
- Leads By Owner: A report on sales performance by owner, including lead generation, conversion rates, and cumulative sales.
Who uses it: Accountants, bookkeepers, and finance staff use sales reports to analyze sales performance and make informed decisions.
When to use it: Use sales reports to track sales activities, identify trends, and optimize sales strategies.
Navigation Path
To access sales reports, follow these steps:
- Log in to your accounting software.
- Navigate to the CRM dashboard.
- Click on the "Reports" tab.
- Select the desired report from the list.
Sales Activities Report
Overview
The Sales Activities Report provides a summary of sales activities, leads generated, and tasks assigned over a specified period.
Field Descriptions
| Field Name | Purpose | Expected Values |
|---|---|---|
| From Date | Start date of the report period | Date |
| To Date | End date of the report period | Date |
| Average daily leads generated | Average number of leads generated per day | Number |
| Average daily activities | Average number of activities per day | Number |
Report Details
The report includes the following sections:
- Leads in the last [X] days: A list of leads generated during the specified period.
- Tasks assigned in the last [X] days: A list of tasks assigned during the specified period.
- Activities with potential clients in the last [X] days: A list of activities with potential clients during the specified period.
Leads By Source
Overview
The Leads By Source report groups leads by their source, including conversion rates and sales performance.
Field Descriptions
| Field Name | Purpose | Expected Values |
|---|---|---|
| Source | Lead source (e.g., email, social media) | Text |
| Total active leads | Number of active leads from the source | Number |
| Average probability of sale | Average probability of sale for leads from the source | Percentage |
| Lead |