CRM - Reports
Overview
The CRM Reports section provides comprehensive analytics and insights about your sales pipeline, customer interactions, and team performance.
How to Access
- Navigate to CRM in the admin sidebar
- Click on Reports
Features
Report Types
- Sales reports
- Lead conversion reports
- Activity reports
- Pipeline analysis
- Team performance metrics
Report Filters
- Date range selection
- User/team filter
- Deal stage filter
- Custom field filters
Export Options
- PDF format
- Excel/CSV format
- Scheduled reports via email
Quick Reference
| Report | Description |
|---|---|
| Sales Pipeline | Deal values by stage |
| Conversion Rates | Lead to deal success |
| Activity Summary | User activity metrics |
| Forecast | Revenue forecasting |