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Reporting dashboard example: CRM analytics

New leads and evaluations till selected end date

The number of opened leads qualifying in stage "new lead" or "evaluation" was evaluated at the selected period's end, calculated as the 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. Choose week or month and compare: set week with the previous one, or set month with the previous one.

New leads

The number of new leads created in the selected period is calculated as the count of distinct opened deals in stage "new lead."

Filterable by start date, end date, and salesperson, the default period is 30 days. Choose week or month and compare: set week with the previous one, or set month with the previous one.

Won deals

The number of won deals in the selected period, calculated as the count of distinct deals in status "won."

Filterable by start date, end date, and salesperson, the default period is 30 days. Choose week or month and compare: set week with the previous one, or set month with the previous one.

Won deals value

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

Filterable by start date, end date, and salesperson, the default period is 30 days. Choose week or month and compare: set week with the previous one, or set month with the previous one.

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 the count of distinct opened deals in stages “discovery” or “solutioning”.

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

Choose week or month and compare: set week with the previous one, or set month with the previous one.

New opportunities

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

Filterable by start date, end date, and salesperson, the default period is 30 days. Choose week or month and compare: set week with the previous one, or set month with the previous one.

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. Choose week or month and compare: set week with the previous one, or set month with the previous one.

Lost deals value

Value of lost deals, calculated as the sum of converted value when the deal status is “lost.”

Filterable by start date and end date, the default period is 30 days. Choose week or month and compare: set week with the previous one, or set month with the previous one.

Deals in stages

Funnel of deals in the “Opportunities” pipeline, calculated as a count of distinct deals in each stage. Contains deals that have been created or updated in the selected period. 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, calculated as the sum of converted deals value in each stage. Contains deals that have been created or updated in the selected period.

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

Opportunities by stage

It is 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

It is the number of opened opportunities and their value (using converted value) by the 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 salesperson is calculated as the 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, calculated as the count of distinct opened deals in the “Lead Qualifying” pipeline.

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

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 the 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 the 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 "Opportunities" pipeline.

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

Lead qualifying: average time in stage

The average time in the "Lead Qualifying" pipeline for each stage includes 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

The average time in the "Opportunities" pipeline for each stage includes 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.