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Reporting dashboard example: CRM analytics

New leads and evaluations till selected end date

The number of leads qualifying in stage “new lead” or “evaluation” which are still opened at the end of the selected period. 

Calculated as count of distinct opened deals in stage “new lead” or “evaluation”.

Filterable by start date, end date and salesperson, the default period is 30 days. When choosing a time period as week or month, the trend compares week with the week before the chosen period, month with the month before the chosen period.

New leads

The number of new leads which have been created in the selected period. Calculated as count of distinct opened deals in stage “new lead”.

Filterable by start date, end date and salesperson, the default period is 30 days. When choosing a time period as week or month, the trend compares week with the week before the chosen period, month with the month before the chosen period.

Won deals

The number of won deals in the selected period. Calculated as count of distinct deals in status “won”.

Filterable by start date, end date and salesperson, the default period is 30 days. When choosing a time period as week or month, the trend compares week with the week before the chosen period, month with the month before the chosen period.

Won deals value

Value of won deals in the selected period. Calculated as sum of converted value for deals in status “won”.

Filterable by start date, end date and salesperson, the default period is 30 days. When choosing a time period as week or month, the trend compares week with the week before the chosen period, month with the month before the chosen period.

New opportunities till selected end date

The number of opportunities in stage “discovery” or “solutioning” which are opened at the end of the selected period. Calculated as count of distinct opened deals in stages “discovery” or “solutioning”.

Filterable by start date, end date and salesperson, the default period is 30 days.

When choosing a time period as week or month, the trend compares week with the week before the chosen period, month with the month before the chosen period.

New opportunities

The number of opportunities in stage “discovery” or “solutionning” which has been created in the selected period. Calculated as count of distinct opened deals in stages “discovery” or “solutioning”.

Filterable by start date, end date and salesperson, the default period is 30 days. When choosing a time period as week or month, the trend compares week with the week before the chosen period, month with the month before the chosen period.

Lost deals

The number of lost deals in the selected period. Calculated as count of distinct deals in status “lost”.

Filterable by start date, end date and salesperson, the default period is 30 days.When choosing a time period as week or month, the trend compares week with the week before the chosen period, month with the month before the chosen period.

Lost deals value

Value of lost deals. Calculated as sum of converted value when deal status is “lost”.

Filterable by start date and end date, the default period is 30 days. When choosing a time period as week or month, the trend compares week with the week before the chosen period, month with the month before the chosen period.

Deals in stages

Funnel of deals in the “Opportunities” pipeline. Contains deals that have been created or updated in the selected period. Built for all deals in the “Opportunities” pipeline in the selected time period. Calculated as count of distinct deals in each stage.

Filterable by start date, end date and salesperson, the default period is 30 days.

Deals in stage by deal value

Funnel of deals in the “Opportunities” pipeline using converted deal value. Contains deals which have been created or updated in the selected period. Built for all deals which have been won or in the “Opportunities” pipeline in the selected time period. Calculated as sum of converted deals value in each stage.

Filterable by start date, end date and salesperson, the default period is 30 days.

Opportunities by stage

The number of opportunities and their value (using converted value) by stage and status.

Filterable by start date, end date and salesperson, the default period is 30 days.

 

Opportunities by salesperson

The number of opened opportunities and their value (using converted value) by salesperson.

Filterable by start date, end date and salesperson, the default period is 30 days.

New leads per salesperson

The number of opened leads qualifying in stage “new lead” per sales person. Calculated as count of distinct opened deals in stage “new lead”.

Filterable by start date, end date and salesperson, the default period is 30 days.

 

Leads qualifying in time

Time series of open leads qualifying per salesperson.

Filterable by start date, end date, salesperson and stage.

Calculated as count of distinct opened deals in the “Lead Qualifying” pipeline.

Filterable by start date, end date, salesperson and stage, the default period is 30 days.

 

Leads per stage

The number of open leads qualifying per stage. Calculated as count of distinct opened deals in each stage.

Filterable by start date, end date, salesperson and stage, the default period is 30 days.

Opportunities in time

Time series of opened “Opportunities” per salesperson. Calculated as count of distinct opened deals in each stage.

Filterable by start date, end date, salesperson and stage, the default period is 30 days.

Lead qualifying: time in actual stage

Time in the current stage for all deals in the “Lead Qualifying” pipeline.

Filterable by start date, end date, salesperson and stage, the default period is 30 days.

 

Lead qualifying: average time in stage

Average time in the “Lead Qualifying” pipeline for each stage, including the total number of days needed for the whole flow. 

Filterable by end date only. It's the day to which the averages are relevant, the default period is 30 days.

Opportunities: time in actual stage

Time in the current stage for all deals in the “Opportunities” pipeline.

Filterable by start date, end date, salesperson and stage, the default period is 30 days.

Opportunities: average time in stage

Average time in the “Opportunities” pipeline for each stage, including the total number of days needed for the whole flow.

Filterable by end date only. It's the day to which the averages are relevant, the default period is 30 days.