# CRM - Dashboard and Reports The **Reports** and **Dashboards** of the CRM allow monitoring results, analyzing commercial performance and making strategic decisions based on real data. Each visualization has specific objectives and its own criteria for displaying information. Understanding these criteria and the **available filters** is essential to ensure correct analyses. *** ### 📄 CRM Reports The **Reports** allow a more detailed and historical analysis, ideal for strategic evaluations. With them, it is possible to analyze: * Opportunities created, won and lost * Conversions between funnel stages * Performance by salesperson or team * Leads by source * Commercial productivity Reports can be viewed in the system or **exported**, making them easier to use in meetings and presentations. *** ### Filters Available in Reports and Dashboards To refine analyses, the CRM provides filters that allow you to view exactly the desired data. The main filters are: #### 📅 Date Filter Allows selecting a specific period for data analysis, such as: * Day * Week * Month * Custom period 👉 Applying the date filter directly impacts the **Period Statistics** and the **Sales Funnel**, according to the criteria explained above. *** #### Filter by Funnel Allows viewing data from a **specific sales funnel**, ideal for companies that work with multiple funnels, such as: * Sales * Post-sales * Partnerships * Support *** #### Filter by Department Displays information related only to the **selected departments**, facilitating analyses by company area, such as: * Commercial * Marketing * Customer service * Support *** #### Filter by Users Allows filtering data by **specific users**, such as salespeople or those responsible for the opportunities. 👉 Ideal for tracking: * Individual performance * Distribution of opportunities * Team productivity *** ### 📈 CRM Dashboard The **Dashboard** offers a **visual, summarized and real-time view** of the main CRM indicators, being ideal for daily monitoring of the commercial operation. On the dashboard, two concepts often raise doubts: **Period Statistics** and **Sales Funnel**. *** ### 📊 Period Statistics They **Period Statistics** display **all opportunities created within the filtered period**, **regardless of the lead creation date**. 👉 The criterion considered here is the **opportunity creation date**. **Example:**\ Even if the lead was registered months ago, if an opportunity is created within the selected period, it will be counted normally.
*** ### 🔄 Sales Funnel The **Sales Funnel** displays only the **opportunities related to leads that were created within the filtered period**. 👉 In this case, the main criterion is the **lead creation date**. **Example:**\ When filtering September, the funnel will show only opportunities from leads created in that month.
*** ### ✅ Difference between Period Statistics and Sales Funnel * **📊 Period Statistics:**\ Consider opportunities created in the selected period, regardless of the lead creation date. * **🔄 Sales Funnel:**\ Considers only opportunities linked to leads created in the filtered period. *** ### 📧 Automatic Report Sending by Email The CRM allows configuring the **automatic sending of reports by email**, ensuring that managers and teams receive updated data without needing to access the system. #### 🔄 How it works Reports can be: * Generated automatically * Sent at defined periods (daily, weekly, monthly or custom) * Shared with specific users
#### 🎯 Benefits of automatic sending * Operational time savings * Continuous monitoring of results * Standardization of analyses * More agility in decision making --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://docs.sprinthub.com/en/topics/general/crm/crm-initial-settings/crm-dashboard-and-reports.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.