CRM - Dashboard and Reports

CRM reports are documents that show the results and analyses of customer relationship actions.

Here you can check your data in a summarized and visual way, with charts that show the performance of your sales. You can see, for example, how many opportunities you won or lost, what your average Ticket is, and much more. You can also monitor your sales funnel.

Statistics presented.

Below, check the filter and report options you will have.

1. Filter by Date.

2. Filter by Funnel.

3. Filter by Users.

4. Click on “Generate User Report” and access a PDF with the full report.

5. Receive reports by email with data, charts, and analyses about the performance of your sales and team.

Each of these options is used to perform reporting functions.

To configure Automatic Reports, follow the instructions:

Follow the order.

1. Choose the frequency with which the reports will be sent. You can choose multiple frequencies.

2. Define which users/departments will be used in the report, and to which users we will send the email. We will create one report for each set created.

3. To obtain an additional report, create one separately.

4. Finally, just click save and your email report sending configuration will be saved!