How to get the actual data from Report
Kylas CRM Report will help you to fetch the data from various sales metrics and turning into actionable resource.
Prerequisites
Permissions: Any user with permission to Create Custom Reports.
Product Plans: Embark/Elavate
Activities to be Completed: None
Step by Step Process
This will allow you to create visual representation of sales performance.
There are different types be report that can be created to check the performance of your team members.
- Leads Report
- Deals Report
- Call Logs Report
- Task Report
- Company Report
- Meeting Report
1.) Lead Report- The lead report gives you a way to see leads measured by their dimensions, dates, metrics and other details.
2.) Deal Report- The Deal report gives you the complete details of how may deals were created and will show the pipeline stage as won, lost etc.
3.) Call logs report- The calls logs report gives the complete insights of how many calls are connected, missed and the duration of calls.
4.) Task Report - The task report gives you a way to see task created, type of task and no.of task etc.
5.) Company Report - The Company report gives you a way to see No. of companies based on City, Country etc.
6.) Meeting Report - The Meeting report gives you a way to see No. of meetings created, status, No .of inside sales etc.
7. ) Once report is saved, it can be edited, deleted and downloaded using 3 dots option.
8.) Same report will be shown on Report Listing page by clicking 3 dots option (View or Delete the report).
- When you hover on the bar or table, pop up will be shown of relative metric which is clickable.
- Also when count option is clicked, you will be able to see actual data from the report.
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