The web application offers a few sample built-in reports that are some of the most popular reports used by Sales teams. You can use them out of the box.
The following are the curated reports:
Sales Dashboard
Contact Generation and trends
Team Activity Dashboard
Marketing Dashboard
Email Campaign Report
Marketing Journey Report
Marketing Dashboard
Sales Trends
Sales Forecast
Products Dashboard
WhatsApp Campaign Report
To view the reports, click on Analytics icon. This opens the Analytics page. Here you can find built-in reports with the tag ‘Curated Reports’
Marketing Dashboard
This report can be used to view the marketing performance of your organization for a given time period. It carries the following widgets:Email overview
Email engagement
Email engagement trend
Top links clicked
Email Opens by Day
Email Opens by Week
Sales Dashboard
This report can be used to view the sales performance of your organization for a given time period. It carries the following widgetsMonthly Sales per owner
Sales Forecast per owner
Sales trend for the last 90 days
Sales cycle
Lost reason
Team Activity Dashboard
This report can be used to gauge team performance based on sales activities. It carries the following widgets:Emails
Phone Calls
Tasks
Appointments
Sales activities
Email Campaigns Report
This report can be used to gauge the performance of all email campaign from the web application. It carries the following widgetsCampaign Overview
Email opens
Top links clicked
Marketing Journey Report
This report can be used to gauge the performance of marketing journeys in the web applicationJourney Overview
Journey Trend
Email Overview
Email Engagement
Email Engagement Trend
Contact generation and trends
This report can be used to gauge how effective the contact generation is for a given period. It carries the following widgets:Contacts created over time
Contacts created by owner
Contacts by territory
Contacts by source
Sales Trends
This report can be used to gauge performance based on deal statuses. It carries the following widgets:Deals created over time
Open pipeline
Deals closed over time
Pipeline by owner
Lost Reasons
Sales Cycle
Sales Forecast
This report can be used to track sales forecast and attainment based on quotas. It carries the following widgets:
Stage-wise forecast
Quota vs achievement
9. Product Dashboard
With this dashboard, you can get insights into what the best-selling products are, how deal performance improves with associated products, and more. It has the following widgets:
- Total revenue. byproduct
- Total quantities sold by product
- Product performance report by industry
- Total deals by product
- Total deals in pipeline by product
- New customers per product