Drill through data and gain insight into your customers, and focus on analysis and decisions
Reports and Dashboards
Report is a list of records displayed in tabular, summary and matrix view which meet your defined criteria. And dashboard is a graphical chart of the trends and key metrics of your reports. When your company has questions, you can create a report or dashboard to find the answers, and reflect the performance and problems of your team more intuitively. CloudCC reports and dashboards can provide your team insight to solve the problems.
Kanban boards are charts showing your daily key metrics, goals and trends in a most visually engaging way, such as pie charts and funnel charts. Click on the section on the Kanban boards to view the real-time data updates, drill through data and gain insight into your business and customers, monitor how your sales reps and sales teams are performing to drive your business.
If you want to show the proportions of opportunities in different stage and probability, you should use sales funnel. For example, to see the amount of opportunities in each stage and their corresponding probability, sales funnel is useful for showing the flow of opportunities through stages and probabilities more intuitively.
Forecast your team’s revenue using key information such as opportunity stage, amount of deals in your pipeline and your sales rep’s quota. Based on your team’s revenue forecasting, sales managers can assign sales target for their team members and identify the bottlenecks in pipeline so that they can take measures to boost your team’s performance.
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