CRM Reports

CRM module's reports feature helps users get the information about the prospects. Using the following reports, an OneHash user can analyze the data about a prospect's history with a company and will help users build strong relationships with the prospects. These are a collection of reports under CRM > Reports.

1. Lead Details

This report provides lead name, address, contact details, lead source, territory, and other details.

2. Sales Funnel

By using the sales funnel report, and by quantifying the number of prospects at each stage of the process, you can get an idea of your potential customers.

For more details check Sales Funnel.

3. Prospects Engaged But Not Converted

Using this report, user gets the information about the leads who have shown interest in the business with you but due to some reason they were not converted into the customers.

4. First Response Time for Opportunity

In this internet era, we all expect a quicker response time to any of our queries. This report gives you the details about time taken by sales executives for response to an opportunity. Lesser the average time for first response the better.

You can input the date range for which you would like to analyze the minutes to first response. The line graph is shown on the top and date wise details at the bottom.

5. Inactive Customers

This report shows the list of customers who have not purchased since specific number of days. You can mention the number of days in 'Days Since Last Order' filter. Also you can mention if Sales Order or Sales Invoice is to be considered in DocType filter.

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