Understanding CRM Sales Reports

This is to keep tabs on the service report. This is where you can find all the reports for the Sales module. 

 

Reports

Navigate to the left menu > CRM Sales > Reports

All the reports of Sales are shown here.

 

Total Lead Analysis

Total Lead Analysis is packed with helpful information about the number of leads your organization has generated. 

You can download the complete report in an Excel sheet.

 

Order Expected 

Maintain a detailed record of your expected orders for each lead. 

Keep track of things based on four simple parameters: today, tomorrow, this week, and this month. They give you valuable insights into the number of orders you can expect, allowing you to determine if you have the necessary assets to meet the demand. 

 

Renew Contract

Stay in the loop about all your contracts that are about to wrap up with our Renew Contract Report.

The email trigger feature in this report is a game-changer that will revolutionize the way you handle your emails. 

To maximize your results, you can take the next step by following up with your customer. You have the same options to access the exact same reports for Device Contract Details as well.

 

Renew expired

All contracts in the renew expired report will be unable to enter any call logs into the system once they have expired. You can do this by informing your customer that their contract has ended and that they must renew it. 

 

Termination approval 

If a customer does not renew its contract after it has expired, management will try to persuade the consumer to do so, and if the customer does not agree, the contract will be terminated. 

 

Contract terminated

Once the contract is terminated, it goes into a category called “contract terminated.” It’s important to keep this in mind when dealing with any post-contract matters.

 

Followup Leads with CRM Sales Reports

Our campaign management software helps you follow up on all your leads, plans, and funnels in one place. You can keep track of all the leads generated by the campaign you create. Moreover, you can also keep track of the performance of your leads.

Additionally, with Follow Up leads, you can easily keep track of the leads you need to follow up with

 

Goal Management Reports

 

Goal Report

The report helps you get essential insights into target value, achieved target value and the percentage of achieved target.

 

Target vs Achievement Report

This report is more of a comparative study between the set goals and the achieved outputs. You can get ready-made details about the shortfall, both in amount and percentage, and further plan campaigns to cover the gap.

 

Goal-type Report

Get individual reports based on multiple goal types, including sales, invoices, lead generation, etc. Goal-type reports are a graphical representation of what has been achieved against what was targeted.

 

Industry Vertical All-in-one Report

AntMyERP’s best sales performance management software allows setting goals for multiple companies in the same industry vertical, providing a percentage-wise report displaying each sales rep’s achievements.

 

A New Customer Report

The CRM provides a detailed report of new customers obtained to meet sales targets. Discover new customers, billing values, numbers, and charts in one place.

 

Lead by Amount 

You can easily keep a tab on all your leads, organized by amount. It’s a super useful tool that allows you to easily view and organize your leads based on various criteria.

You can sort them by stage, business, team, source, funnel, expected order date, customer, and even the city it’s coming from. 

 

Lead by Sales Team

With Lead by Sales, you are able to easily identify the top 10 team members who are excelling at generating leads. 

Effortlessly access an extensive amount of information using multiple parameters. You can easily find all the leads using its various parameters. These include lead won, generated invoice, number of open leads, lead value, and total leads.

 

Lead Monthly Report

Discover the advantages of visualizing the monthly leads generated by your team members with a geographical representation. 

By mapping out the number of leads created and the sum of leads for each month, you’ll gain valuable insights into your organization’s performance. With this graphical strategy, you can easily identify developments, spot opportunities, and make well-informed choices.

We’ve got you covered, whether it’s leads you’ve won, leads you’re working on for the future, or even leads that didn’t quite work out. We’ll help you keep track of qualified leads, proposal leads, and even leads that came from demos and meetings. 

In addition to that, you can also take a look at the number of leads and the sum of leads generated by each employee. This will give you a greater awareness of their individual contributions. 

 

Lead Monthly Report Compare

You can now easily compare all your leads on a monthly basis. This feature will give you a clear picture of how your leads have been progressing. We developed this tool to help you easily compare your leads based on their geographical representation. 

These factors include the total number of leads you’ve won and lost, as well as the number of demos and meetings you’ve had. 

Our CRM Sales Reports can also keep track of important metrics like the number of leads, wins, losses, demos, and meetings. It’s incredibly useful because you can easily see how these numbers change over time based on their status and date. 

Compare the total number of leads generated, leads lost, disqualified, and open.

All of this data can be compared at both the management and employee levels.

 

Sales Team

This report allows you to track the performance of your sales team. 

With our sales team reports, you can easily check out all the important details about each of your employees. You’ll find their names, the amount of leads they’ve won, the leads they’ve won this month, the total value of their leads, the total number of leads they’ve generated, their conversion ratio, and even their average sales cycle.

 

PriceList Register

Make sure all your branch employees stay in the loop with PriceList Register reports. 

You can easily check the prices of your amazing products with just a few clicks. 

Easily check out all the important details for each of your products. This includes the model number, minimum stock quantity, maximum retail price, minimum sales price, and others.

The system will send you an alert when your product quantity goes below the specified amount. This way, you’ll always be in the know and can take action accordingly.

 

Total Lead TAT Report

The Total Lead TAT Report allows you to easily keep track of the total time it takes to win or convert a lead. It’s an extremely convenient feature to view the customer’s name, ticket number, and date of lead.

It’s about keeping a comprehensive report on the lead to qualified date, including its quotation number and date. You’ll have access to a comprehensive report on the first connect quotation date. This helps you determine the date of your first quotation entered in the system. Further, keep a record of the contract date. This can be really useful for future reference.

Gain valuable insights into the time it takes for a lead to qualify and receive a quotation. Find out exactly how many days it took for a lead to progress from the initial qualification to winning the quotation.

Have a report on the estimated time it took to complete all these tasks.

 

Track Total Quotations with CRM Sales Reports

Diligently keep track of the total number of quotations generated, right from day one. By knowing the exact number of quotations created, you can better understand the scale and impact of your system.

It’s super helpful because you’ll be able to see if those quotations turn into contracts or if they get rejected.

You can seamlessly download this report. Once you have it, you can easily import it into an Excel sheet and share it with others. 

 

Devices with Customers

This amazing tool in our CRM Sales Reports lets you create a report that shows you how many customers have multiple devices.

It’s a great way to get an overview of your customer base. It’s truly innovative because you can easily keep track of how many customers have multiple devices they use. By simply clicking, you can easily find out which devices each customer has and how many of them are currently active. 

 

Management Report on Sales

Management reports can benefit your organization as they are important in keeping track of all those pending leads, monitoring the sales cycle, and evaluating sales performance. 

Easily access a detailed report of all your pending leads. With our CRM Sales Reports system, you not only get a comprehensive overview of the number of pending leads, but also the exact amount of those leads. 

You’ll also have access to the number of pending quotations, pending sales orders, and completed sales orders. 

You have the option to check out the super handy calculated report on the pending amount of factors. 

With this feature, you’ll be able to easily determine the total profit generated by all these leads.

Not only can you easily keep track of your total profit from these pending leads, but you’ll also have access to valuable insights such as top clients, salespersons, products, business units, brands, and creator branches.

 

MIS Reports 

Receive a comprehensive report every quarter that aligns perfectly with the financial year of your organization. Stay in the loop and get the insights you need with our quarterly reports.

Simply choose the quarter you’re interested in and get a comprehensive report on your purchase, billing, and profit for a specific quarter.

Our MIS (management information system) report has got you covered! You have the flexibility to view it quarter wise, invoice wise, or purchase wise, depending on your preferences. It’s all about giving you the power to access the information you need, when you need it. With our user-friendly MIS Report, discover your most successful quarter and maximize your profits with this insightful report.

Finding out the cause behind a fall in profit for a specific quarter is important. 

 

Order Summary Register

It is about the number of orders your organization receives. All of these orders go straight into sales orders. We’ve got automated parameters in place to make your experience even better. These parameters include things like order number, ticket number, contract number, and more. You can easily find all the specific details you need in the order summary register reports.