How To View the Overview Reports Screen
The Overview Report Section can be found under the Reports screen in CRM. This screen has different options depending on whether you have a role as an estimator/salesperson or as an administrator/manager.
This screen displays a variety of reports such as:
- Opportunity Count
- Opportunity Value
- Team Goals
- New Leads
- Conversion Rate
- Activity Report
- Ad Sources
- Lost Sales
- Stage Metrics
- Monthly Sales vs. Goal
- Administrators and Managers can filter by which Salesperson(s) data they would like to see
- Administrators can view and edit monthly goals for Salespersons
How to View the Counts and Values Report
The Counts and Values Report can be found under the Reports screen in CRM. This screen displays a list of all opportunities with the following information:
- Opportunity Name
- Stage
- Date
- Salesperson
- Quote/Order (If applicable)
- Estimated Value
This report can be filtered by:
- Date range
- Created/Updated
- Stage
- Salesperson (if Administrator or Manager)
This report can be sorted by:
- Name
- Date
- Salesperson
- Administrators and Managers can filter by which Salesperson(s) data they would like to see
- Administrators can view and edit monthly goals for Salespersons
How to View the Sales Goals Report
The Sales Goals Report can be found under the Reports screen in CRM. This screen displays a list of salespersons with the following information:
- Salesperson Name
- Lost Sales
- Goal
- Actual
- % of Goal
- Totals
This report can be filtered by:
- Date range
- Salesperson (if Administrator or Manager)
This report can be sorted by:
- Salesperson
- Lost Sales
- Goal
- Actual
- % of Goal
- Administrators and Managers can filter by which Salesperson(s) data they would like to see
- Administrators can view and edit monthly goals for Salespersons
How to View the Conversion Rate Report
The Conversion Rate Report can be found under the Reports screen in CRM. This screen displays a list of salespersons with the the conversion rate between the following stages:
- To Do -> Measure
- To Do -> Quote
- Measure -> Quote
- To Do -> Won
- Quote -> Won
This report can be filtered by:
- Date range
- Salesperson (if Administrator or Manager)
This report can be sorted by:
- Salesperson
- To Do -> Measure
- To Do -> Quote
- Measure -> Quote
- To Do -> Won
- Quote -> Won
- Administrators and Managers can filter by which Salesperson(s) data they would like to see
- Administrators can view and edit monthly goals for Salespersons
How to View the Activity Report
The Activity Report can be found under the Reports screen in CRM. This screen displays a list of salespersons and their activities as follows:
- Tasks Completed
- Appointments Booked
- Measures Created
- Quotes Created
- Orders Created
- Leads Lost
This report can be filtered by:
- Date Range
- Salesperson (if Administrator or Manager)
This report can be sorted by:
- Salesperson
- Tasks Completed
- Appointments Booked
- Measures Created
- Quotes Created
- Orders Created
- Leads Lost
How to View the Ad Source Report
The Ad Source Report can be found under the Reports screen in CRM. This screen displays a list of salespersons and the percentage of leads per ad source.
This report can be filtered by:
- Date Range
- Salesperson (if Administrator or Manager)
This report can be sorted by:
- Salesperson
- Ad Source
How to View the Lost Sales Report
The Lost Sales Report can be found under the Reports screen in CRM. This screen displays a list of salespersons and the percentage of lost sales as follows:
- Purchased Elsewhere
- Purchase Delayed
- Price too High
- Unknown
- Other
This report can be filtered by:
- Date Range
- Salesperson (if Administrator or Manager)
This report can be sorted by:
- Salesperson
- Purchased Elsewhere
- Purchase Delayed
- Price too High
- Unknown
- Other
How to View the Stage Metrics Report
The Stage Metrics Report can be found under the Reports screen in CRM. This screen displays a list of salespersons and the average days per stage.
This report can be filtered by:
- Date Range
- Salesperson (if Administrator or Manager)
This report can be sorted by:
- Salesperson
- Stage
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