Kylas CRM Report will help you to fetch the data from various sales metrics and turning into actionable resource.
Permissions: Any user with permission to Create Custom Reports.
Product Plans: Embark/Elavate
Activities to be Completed: None
Step by Step Process
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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.