Reporting Overview
RealtimeCRM is set up to provide you with up to date information all the time. However, sometimes you want to take a snapshot of your business or to analyse trends over time. This is where the RealtimeCRM reporting section can…
The Opportunity Lost Reasons Report
Note: This feature is in Beta which means it works but we are planning on improving it further. We’d love to get your early feedback so we can make the feature work for you and your business. We want the data that you…
Sales Team Performance Report
Note: This feature is in Beta which means it works but we are planning on improving it further. We’d love to get your early feedback so we can make the feature work for you and your business. As you and your sales team…
The Company Activity Report
Note: This feature is in Beta which means it works but we are planning on improving it further. We’d love to get your early feedback so we can make the feature work for you and your business. There may be a requirement in…
The Client Income Report
Note: This feature is in Beta which means it works but we are planning on improving it further. We’d love to get your early feedback so we can make the feature work for you and your business. As a caring sales manager you…
About the Opportunity Statistics screen
Knowing your business means being able to get valuable insights from the large amount of data that it holds. By keeping your CRM system up to date you can easily obtain a snapshot of sales performance through the Opportunity Statistics screen. Accessing…
Task Report
Note: This feature is in Beta which means it works but we are planning on improving it further. We’d love to get your early feedback so we can make the feature work for you and your business. Running an efficient business means…