CRM - Dashboard and Reports
The Reports and Dashboards The CRM reports and dashboards allow you to track results, analyze sales performance, and make strategic decisions based on real data. Each view has specific goals and its own criteria for displaying information.
Understanding these criteria and the available filters is essential to ensure accurate analyses
1. Global Filters and Period Selection
Before starting any analysis, use the top control bar to segment the displayed data:
Period Filter: Allows you to isolate the history (e.g., current month, quarter, or custom periods).
Pipeline Filter: If your company works with multiple pipelines (e.g., Pre-Sales, Enterprise Sales, Aesthetics), you can select which one you want to analyze separately.
User Filter: Segments the view to analyze the performance of a specific salesperson or team.
2. Macro-System Indicators (Global Metrics)
The top row of cards shows the consolidated result of operations for the selected period:
Conversion Rate: The exact percentage of opportunities closed as "Won" relative to the total number of opportunities worked.
Average Ticket: The average financial value transacted per completed sales opportunity.
Sales Funnel (Opportunity Status): Shows the volumetric and financial flow divided among opportunities Created, Open, Won, and Lost.
3. Operations Panel and Opportunities at Risk
This quadrant acts as the manager's preventive alert system, signaling where the sales team is losing traction or agility:
Risk Alert
Technical Description
Impact on the Pipeline
No messages for +3 days
Open opportunities that have not received any contact interaction in the last 3 days.
High risk of the lead going cold due to lack of follow-up.
No edits for +15 days
Negotiations that have not had any stage changes or data edits for more than 2 weeks.
Indicates stagnation in the negotiation process.
Stagnant for +30 days
Opportunities that have been idle with no progress at any stage for more than a month.
Artificially inflates the funnel and requires disposal or a contact-break email.
Alongside, the panel displays operational control cards for Meetings, Tasks, Service Cases, and Calls that help monitor the daily activities required of consultants.
4. Performance Rankings and Win/Loss Analysis
Sales Rep Ranking
Displays the ranking table of sales consultants ordered by Total Won Value. The table details crucial individual metrics such as:
Number of wins;
Average ticket per salesperson;
Individual conversion rate;
Sales Cycle (Win vs. Loss): The average time (in days) it takes the salesperson to move an opportunity to the end of the sales process.
Chart: Ticket vs. Conversion
A multidimensional quadrant chart that crosses the Conversion Rate (%) on the vertical axis with the Average Ticket (R$) on the horizontal axis. It is used to instantly identify the team’s high-performance profile (salespeople who sustain high conversion with high-value tickets).
Analysis of Loss and Win Reasons
Statistical tables that point out the main factors of success and failure in negotiations:
Loss Reasons: Classifies the main bottlenecks in the product or process (e.g.: "Closed with the competitor", "Price too high"), showing the total financial value that failed to come in as cash.
Win Reasons: Identifies which sales triggers or campaigns (e.g.: "I offered a 10% discount") are generating the most revenue.
5. Distribution and Time Analysis
Opportunities by Time (Open / Lost / Won): Bar charts that segment lead age (e.g.: 31 to 60 days, over 150 days). Ideal for predicting the time needed for a lead to mature before the sale.
Distribution by Value Range: Shows which price range contains the largest volume of opportunities in your company, separating transactional volume sales from sales Enterprise.
Average Ticket by Source: Maps which channel, campaign, or digital media the most financially profitable opportunities are coming from.
📧 Automatic Report Sending by Email
The CRM allows you to configure automatic report sending by email, ensuring that managers and teams receive updated data without needing to access the system.
🔄 How it works
Reports can be:
Automatically generated
Sent on defined schedules (daily, weekly, monthly, or custom)
Shared with specific users
🎯 Benefits of automatic sending
Operational time savings
Continuous monitoring of results
Standardization of analyses
Greater agility in decision-making
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