Reporting dashboard example: CRM analytics

Number of lead 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 sales person. When choosing a time period as week or month, then the trend compares week with the week before the chosen period, month with the month before the chosen period.

New Leadsleads

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

Won Dealsdeals

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

Filterable by start date, end date and sales person. When choosing a time period as week or month, then the trend compares week with the week before the chosen period, month with the month before the chosen period.

Won Dealsdeals Valuevalue

Filterable by start date, end date and sales person. When choosing a time period as week or month, then the trend compares week with the week before the chosen period, month with the month before the chosen period.

New Opportunitiesopportunities till Selectedselected Endend Datedate

Number of opportunities in stage discovery or solutionning 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 sales person.

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

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

Lost Dealsdeals

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

Filterable by start date, end date and sales person. When choosing a time period as week or month, then the trend compares week with the week before the chosen period, month with the month before the chosen period.

Lost Dealsdeals Valuevalue

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

Deals in Stagesstages

Funnel of deals in the Opportunities pipeline. Contains deals which 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 sales person.

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 sales person.

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

Filterable by start date, end date and sales person.

Opportunities by Salessales Personperson

Number of opened opportunities and their value (using converted value) by sales person.

Filterable by start date, end date and sales person.

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 sales person.

Time series of open leads qualifying per sales person.

Filterable by start date, end date, sales person and stage.

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

Filterable by start date, end date, sales person and stage.

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

Filterable by start date, end date, sales person and stage.

Opportunities in Timetime

Time series of opened opportunities per sales person. Calculated as count of distinct opened deals in each stage.

Filterable by start date, end date, sales person and stage.

Lead Qualifying:qualifying: Timetime in Actualactual Stage

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

Filterable by start date, end date, sales person and stage.

Lead Qualifying:qualifying: Averageaverage Timetime in Stagestage

Average time in 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 relevant.

Opportunities: Timetime in Actualactual Stagestage

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

Filterable by start date, end date, sales person and stage.

Opportunities: Averageaverage Timetime in Stagestage

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.