Reports view

Introduction to reports

22 views December 2, 2016 December 2, 2016 InStream 0

Raise your team’s effectiveness. Analyze automatically generated reports and get you conclusions about your team’s performance. Motivate your sales team by implementing activity scoring. Our reports will show you:

  • how active your team was (emails, phone calls, meetings etc.),
  • number of customers with a particular status (eg. leads) in a particular list,
  • number of added and archived relations,
  • number of archived relations closed with positive and negative status,
  • how your pipeline looks.

A user can see all information about his/her performance. Additionally, admin can see all information about each member of his/her team.

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