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Managing Analytics

The Reports tab is designed to manage sales reports imported from external distributors. By uploading these reports, the CRM automatically creates the corresponding sales records, ensuring that all revenue sources are consolidated in one system.

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• Available report templates
  • Activities calendar
  • Activities
  • Sales
  • Efficiency
• Customization Options
• Exporting Reports
• Why Analytics Matter

Activities calendar

• Displays activities in a calendar view.
• Each day shows the total number of activities.
• Days where activity counts fall below predefined targets are highlighted, making it easy to spot gaps.

Activities

• A customizable activity report broken down by agent.
• Useful for monitoring workload distribution and individual performance.
• Filters allow drilling into specific activity types, date ranges, or target groups.

Sales

• A highly customizable report for analyzing sales data.
• Can be filtered by products, organizations, agents, regions, time periods, etc.

Efficiency

• Combines sales and activities into a single view.
• Enables comparison across different business periods (e.g., quarter-over-quarter, year-over-year).
• Available as both a table and visual diagrams for easy interpretation.

Each report can be tailored to meet specific analytical needs:

• Filters – refine data by product, organization, agent, or activity type.
• Date ranges – focus on specific periods for comparison.
• Fields – select the data points you want included in the report.
• Output format – choose between table view or graphical visualization (when available).

• Table reports can be exported to Excel or CSV for offline use and further analysis.
• Graphical reports can be saved as images for presentations or documentation.

Analytics transforms your CRM into a decision-making tool:

• For managers: Provides visibility into organizational performance, team efficiency, and achievement of KPIs.
• For agents: Helps track personal performance, identify areas for improvement, and demonstrate progress against targets.
• For everyone: Ensures data-driven insights guide daily work and long-term strategy.

By using Analytics regularly, your organization can move beyond tracking data to actively improving results.