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. 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	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. 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. 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. 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.
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.
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.
Opportunities by salesperson	The number of opened opportunities and their value (using converted value) by salesperson. Filterable by start date, end date and salesperson.
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.
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.
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.
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.
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.
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.
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.
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.