📌 This feature is available for all plans.
For detailed information on each plan, you can check 👉 here.
This feature is available for all plans:
ALL PLANS*
Click here for more information about available plans.
The Metrics and Reports menu collects interactions and a significant amount of information. Additionally:
Analyses the distribution of the sales team's activities by customer type and geographic area, ensuring that efforts are focused where they are most effective.
Measures the effectiveness of all interactions between the sales team and the market, helping to identify best practices and promote them across the team.
Provides an objective view of market interactions, indicating when and where efforts should be concentrated.
In summary, Metrics and Reports brings together all measurements related to your business's sales, the activities performed by your team, and reports in one easily accessible place.
Key Features
Sales Analysis
This section allows you to verify whether your strategy and sales tactics are aligned. In other words, you can assess whether your actions to sell your products or services match your overall strategy.
Reports
This feature allows you to share, collaborate, and make informed decisions easily with your entire team. Additionally, you have access to pre-configured reports in PDF format that are ready to be consulted and shared. These reports include essential data about your customers, companies, and business opportunities.
Dashboards*
Dashboards are customised control panels for your business. You can integrate information about sales activities and performance into these panels. Moreover, they allow you to explore data, apply filters that automatically update, and tailor reports to your needs. This helps you uncover valuable insights to enhance your sales strategy.
Note: Customised dashboards are only available for professional and high-performance plans, and their initial setup requires additional services.