Overview Management Report on CRM | BI Report

This overview management report on CRM helps managers gain a comprehensive view of how data is used within the CRM system. Users can filter data by time and user.

1) PROSPECTS: A summary of the number and sales of prospects by status (New, In contact, Not followed up).

2) CUSTOMERS: A summary of the number and revenue from customers by status (Need identified, Purchased).

3) ADVANCE PAYMENTS: A summary of the number and total amount of advance payments by payment status.

4) EXPENSE VOUCHERS: A summary of the number and total amount of expenses by payment status.

5) RECEIPT VOUCHERS: A summary of the number and total amount of receipts by payment status.

6) SALES OPPORTUNITIES: A summary of the number and projected sales based on each stage of the sales process (Identifying needs, quotation proposal, negotiation, Win, Lost).

7) ORDERS: A summary of the number of orders and revenue by the payment status of the order (Advance paid, Fully paid, etc.).

8) QUOTATIONS: A summary of the number of quotations and sales by status.

9) CONTRACTS: A summary of the number of contracts and revenue by status.

10) CALLS: A summary of the number of calls by status.

11) MEETINGS: A summary of the number of meetings by status.

12) TASKS: A summary of the number of tasks assigned by status.

13) TICKETS: A summary of the number of tickets assigned by status.

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