Working with sales reports
In a CRM, sales reports are your compass, offering a full view of your pipeline. They provide metrics such as leads, deals, and revenue over a specific period. These reports show how your sales teams and reps are performing and give insight into the overall sales process. They’re essential for tracking progress, spotting trends, predicting future sales, and making data-driven decisions to improve efficiency and effectiveness.
How to do it…
Financial or sales reports are a quick way to see what’s happening in your business. You can also check out your sales data graphically using the All sales report widget in Keap.
Using the All sales report widget
- Click on the Reports tab in the left-hand side navigation bar.
- Click the All sales report link on the widget:
Figure 9.1 – The All sales report widget
- The All sales report widget will display the following sales totals:
- Total...
