Statistics & Reporting

This section of the Help Center will show you how to analyze your sales performance using the statistics in your no CRM.io account.

In order to get accurate and insightful data, make sure you create Categories & Tags in your Admin Panel. More information found in our Academy.

In the Statistics section of your account, you have access to different reports:

• Company performance
• Team performance
• Team's activity (Expert & Dream Team Edition only)
• Pipeline performance
• Lead performance
• Analysis per prospecting list (Expert & Dream Team Edition only)
• Forecast (Expert & Dream Team Edition only)
• Email Templates Performance (Dream Team Edition only)

Admin users

All the Admins of an account have access to the entire statistics of their account, making it possible to know how each user is working and performing.

Non-admin users

Non-admin users have access to their own statistics, enabling them to know how they are doing, how many leads they have won, how many they have lost and if their goals are being met, etc...

Video tutorial

• Company & Team Performance

  Analyze your won leads at the company and team level

• Team's Activity

  View how many activities were logged and track the success of your sales activities

• Lead Performance

  Track the progress of leads since their creation dates

• Forecast

  Know how much money your company should be expecting to receive

• Pipeline Performance

  Monitor the success of your sales process

• Analysis per Prospecting List

  Gain insight into how your prospecting lists are performing