Statistics & Reporting
This section of the Help Center will show you how to analyze your sales performance using the statistics in your noCRM 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)
In every report, you'll be able to apply filters such as categories, tags, teams, users, and periods of time. For periods of time, you can either choose manually from the calendar or use the magic wand icon to rapidly access specific time periods such as "last week", "last month", "this year", etc.
⚠️ To avoid applying the same filters over and over again, remember to create shorts.
For 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.
For 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...
How to set sales goals for your sales reps in your noCRM account.
Company & Team Performance
Analyze your won leads at the company and team level
View how many activities were logged and track the success of your sales activities
Track the progress of leads since their creation dates
Know how much money your company should be expecting to receive
Monitor the success of your sales process
Analysis per Prospecting List
Gain insight into how your prospecting lists are performing