Insightful reports and dashboards

Which one of your teams are doing well? Who needs help? What is your funnel? What is the forecast this month? And the next? How many quotes will “expire” this month? What is your win-ratio? How many sales calls were made today? How many were about a demo? How many calls were scheduled today? How many are still pending at 3pm? Is your marketing generating enough leads? Which industry segment are you selling the most in? Get your answers from Saleswah CRM

Saleswah dashboards and reports help manage your business

Saleswah provides 2 types of dashboards:

• Main dashboard (at the individual user level)
• Account dashboard: to summarize activities down to the individual client company level

And many canned reports under the 4 broad sub-headings:

• Customer Reports
• Sales Reports:
  1. Quotes
  2. Invoices
  3. Deals: Deals created by months with status, numbers and values
  4. Deals won: monthwise
  5. Deals dropped/ lost: monthwise
  6. Forecast report: by month and by chance
• Marketing Reports
  1. Campaign results: emailed, invited, registered, attended
  2. Campaigns targeted: by product category, by industry
• Task Report (open tasks)
  1. By Task type
  2. By Team