Screenshots and Description
Meetings Details: We can view & create Meetings and meetings history for user in Calendar view.
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Reports :
We have created Number of Reports and dashboards which are useful for Users and Executive Team, Below provided are some key reports.
1.Natioinal Sales Pipeline: This provides details of sales funnel and movement within sales. Breakup of the sales funnel across different stages with won and lost leads.
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2. Lead Analysis – Focus on Number of Leads and Value of Leads as per region or city. Provides Lead details as per selected region or cities.
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3.100 Days Program Achievement – This report provides the details about the targets achieved across the past 100 days ( ie. 15 weeks) as a total and broken across important cities.
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4.Value wise distribution of Leads – This report provides Value wise detail about Lead in each stages with values in three categories less than 1 Crore , 1 and 5 Crore and greater than 5 Crore and Total in each stage.
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5.Movement across the Sales funnel ( for each region / city) – Each Lead is Analysed in detail here on value and movement. Focus is on each individual lead.
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6.Daily Sales call Details – This report provides daily sales call detail with Salesperson Name, Customer Name , Quoted Value, Current Action and Next Action .
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7.Exhaustive Report on clients – This report provides list of all interactions with a particular client including history of all inquiries, Sales people who have interacted with clients and breckup of total business done with consumer.
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8.Inquiries Based on Sales Stage – Provide details of all inquiries with histories that fall in that sales stage. Focus is on Inquiries for closure or on inquiries that need a proposal to be sent to it.
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Above Report provides Inquiry Number, Customer Name, Quoted value, Salesman Name, Action taken , Action taken Date, Next action, Next action Date , Updation Date and Remark.
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