Need more detailed reports in CRM
complete
Shivam Bansal
As a business owner, I want to monitor the top-performing sales representatives, lead sources, top clients, and time taken to close leads based on revenue, deals closed within a specific period.
So that I can improve decision-making based on real data.
For example:
The top sales representative within a week, month, or year, based on the total revenue generated.
Mitesh from Refrens
marked this post as
complete
Mitesh from Refrens
Hi Shivam Bansal Syed Badshah Zen digital Government Tender Sgfi
With our three new advanced sales reports, you should be able to do this.
Here are the details:
- Team Sale Report: https://refrens.canny.io/changelog/sales-crm-monitor-sales-teams-performance-with-team-sales-report
- Client Performance Report:
- Lead Source Report:
Shivam Bansal
Merged in a post:
Work report should be added
Syed Badshah
Weekly report, monthly report,yearly report
Shivam Bansal
Merged in a post:
Create Salesman wise report
Z
Zen digital
Create Salesman wise report so that it gets easier to calculate salesman wise commission.
Government Tender Sgfi
i agree please do the same asap