Reports - CRM: How to Filter by Opportunity Owner

With SprintHub, you can filter and customize your CRM reports, including the person responsible for each opportunity. This way, it is possible to view each user's performance by tracking the number of open, won, and lost sales.

This feature is available exclusively for the Growth and Enterprise plans.

To do this, follow the steps below:

1. Access the Reports feature via “Find Services”. Or just type the name, and the function appears.

Start creation: Click "+ New”.

1. Creation and export of Custom Reports.

Conclusion:

Using this feature in SprintHub allows for a more accurate analysis of the team's performance, making it easier to identify opportunities, track goals, and make strategic decisions. With custom reports, you gain more control over your sales and can optimize your strategies for better results.