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
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