Reporting on the performance of your workflow is crucial. Reports let admins see what's working and what's not, ultimately improving the efficiency and success of your business. Reports also help users see how they stack up against their team.
We offer a variety of reporting options, but the easiest to access are our pre-built dashboards and reports right in our web app. These reports let you do the following:
- Get an overview of your Sales pipeline. How much potential business do we have, and when do we think it can close? How many deals are we actively pursuing that can help us hit our number this quarter?
- Allow Sales Leaders to manage the team, and drill down into what's happening. Drive effective 1-1s or Weekly reviews:
- See which tactics, resources and performers help close the most deal, or gain insight into why deals fail: