What are Metrics and Reports?
The Metrics and Reports module brings your sales analysis together in one place.
The module uses the information your team records to create indicators and reports. Charts help you understand results and follow changes in performance.
Explore the three main areas
Sales Analysis
Review and follow the progress of opportunities.
Use indicators and charts to spot trends and understand team performance.
Reports
Review sales information in predefined reports. Export and share them with your team to follow your organisation’s activity and results.
Dashboards
View key indicators through interactive charts. Use filters to explore your data and compare results from different perspectives.
Find more guidance
Visit the Metrics and Reports collection for guidance on each area and its related features.