What is meant by metrics in Kylas report?
Metrics are standards for measurement that are used to assess, compare and track the performance of the sales team. Number of leads, number of contacts, number of deals etc. are typical example for metrics in Kylas CRM.
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How to create a custom report in Kylas CRM?
Along with some off-the-shelf reports, Kylas CRM also provides users the leverage to create custom reports that aids them in decision-making. This article explains the procedure for creating a custom report using the Report Builder in Kylas CRM. ...
How to Create Company 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 and Read access on Company module. Product Plans: ...
How To Create a Multi Dimensional Report?
Kylas CRM also allows users to create multidimensional reports. Below are the steps to help you get started. Prerequisites Permissions: Any user with permission to Create Reports. Product Plans: All Activities to be Completed: None Step By Step ...
How to create a Multimetric Report?
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How To Create One Dimensional Report?
CRM reports work by translating the CRM data into insights that pave the way in tracking the metrics over a certain period using visual features such as charts, graphs, numbers and much more. With Kylas you can create both one and multi dimensional ...