CRM Report

The CRM Report provides a comprehensive overview of your CRM pipeline, highlighting key metrics and insights into the progress of your deals. Let’s break down the key elements of this report

1. Active Opportunities Amount: The total value of all active opportunities in your pipeline.
2. Won Opportunities: The total value of deals that have been won.
3. Sales Conversion Rate: The percentage of opportunities successfully converted into won deals.
4. Pipeline Visualization:
The pipeline visually represents the different stages of your sales process, showing the number of opportunities that were at each stage.
5. Breakdown: A breakdown of each stage, showing the corresponding value of opportunities.
6. Loss Reason Rating: This section displays the number of deals lost, offering insights into the reasons for these losses.
7. Won Opportunities and Activities:
 This section visualizes the activities associated with won opportunities. 
   Here, you can see the actions taken by each team member, sort by time, and draw conclusions. You can download the report in CSV, PNG, or SVG format to include in a presentation or share during a one-on-one meeting.