Technical requirements

For this chapter, the following skills may be helpful:

• Basic Excel skills: CRM reports operate similarly to Excel, so skills such as sorting, filtering, and basic formulas can be very useful
• Attention to detail: Paying attention to detail is crucial for accurately interpreting CRM reports and avoiding errors in data entry or analysis

Let’s get ready to use reports in Keap! CRM provides a series of essential steps to ensure you’re getting the most out of your data.

First, it’s all about getting cozy with the platform itself. Throughout this book, we’ve been getting to know the ins and outs of Keap; from entering data to creating a pipeline and mastering navigation. Everything has been building up to this moment – that is, mastering the app to the point where your skills are sharp enough to navigate reports and truly understand your business more deeply.

Now, it’s time for you to fully understand...