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CRM Reporting Section Documentation#

The Reporting section in the CRM system provides insights into sales performance, lead tracking, and pipeline analysis.

  1. Click on "Reporting" in the top navigation bar.

  2. A dropdown appears with the following options:

  3. Forecast – Predicts future sales performance.
  4. Pipeline – Displays sales stages visually.
  5. Leads – Analyzes lead generation and conversion trends.
  6. Activities – Tracks interactions with prospects.

Key Features & Functionality#

Reporting

Data Visualization#

The system provides multiple visualization formats:

Bar Charts & Graphs – Represents revenue, stages, and performance metrics.

Pipeline View – Displays the flow of deals through stages.

Table View – Lists data for easy reference.

Sales Stage Breakdown#

The dashboard presents sales performance at different stages:

New Qualified Proposition Won Each stage displays expected revenue, categorized by months (January, February, March, etc.).

Interactive Elements#

Filters & Sorting – Refine reports by date, sales rep, or deal value.

Graph View Selection – Switch between different visual reports (bar chart, line graph, or tabular view).

Export & Share – Save reports in various formats for external use.

Benefits of CRM Reporting#

✅ Better Decision-Making – Helps track sales trends.

✅ Improved Forecasting – Predicts future revenue.

✅ Sales Performance Tracking – Identifies strong & weak points in the pipeline.