Help Center

From setting up your account to mastering each and any feature of noCRM.

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...

Video tutorial