Reporting dashboard example: CRM analytics

New leads and evaluations till selected end date

NumberThe number of leadleads qualifying in stage “new leadlead” or evaluation“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. 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. 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. 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. 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.

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

NumberThe 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. 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

NumberThe 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. 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

Deals in stages

Funnel of deals in the "Opportunities"“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.

Deals in stage by deal value

Funnel of deals in the Opportunities“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“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.

Opportunities by stage

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

Filterable by start date, end date and salesperson.

Opportunities by sales personsalesperson

NumberThe number of opened opportunities and their value (using converted value) by sales person.salesperson.

Filterable by start date, end date and salesperson.

New leads per salessalesperson

NumberThe 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.

Leads qualifying in time

Time series of open  leads qualifying per sales person.salesperson.

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

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

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

Leads per stage

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

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

Opportunities in time

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

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

Lead qualifying: time in actual Stagestage

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

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

Lead qualifying: average time in stage

Average time in the “Lead QualifyingQualifying” 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. 

Opportunities: time in actual stage

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

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

Opportunities: average time in stage

Average time in the Opportunities“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.