Creating Insight and Action-Led Reports in Kylas

When it comes to running a successful business, data is everything. However, raw data without the right insights is just a bunch of numbers. That’s why in today’s world of CRM systems, the ability to turn that data into actionable insights is critical.

I’ve often seen businesses struggle with this exact issue: they have a CRM, but it’s just a system of record. The real magic happens when the CRM helps you take quick actions based on real-time insights. In this blog, I’ll be walking you through how to leverage Kylas CRM’s reporting and segmentation capabilities to take smarter actions and drive growth.

Why Reporting and Segmentation are Crucial for Faster Decisions

In every CRM, dashboards and segmentation are two of the most important features, but they are often underutilized. In the last year, I’ve worked with countless businesses, and one common challenge is that many companies aren’t making the most out of these powerful features.

The key to business growth is speed—especially when it comes to decision-making. When your reports are cluttered or outdated, it becomes harder to act quickly, and that leads to missed opportunities.

That’s why we’ve focused on helping businesses like yours make faster, data-driven decisions by using reporting and segmentation in Kylas CRM.

Let’s dive into how you can use these features to accelerate your growth.

Step 1: Building Your Dashboard in Kylas

The first step to creating action-led reports is to have the right dashboard. With Kylas, you can build custom dashboards that reflect your business priorities. For instance, as a business owner, you might want to see a breakdown of revenue by sales rep or by geography.

Here’s how you can set it up:

Revenue Report: You can create a report that shows revenue by sales rep or by channel. For example, if you want to track revenue from your deal pipeline or sales that have been driven by marketing channels (tracked via UTM parameters), Kylas allows you to filter and view that information easily.

Sales Rep-wise Revenue: This report helps you see how much revenue each salesperson is bringing in, so you can identify your top performers and areas that need attention.

Step 2: Understanding Your Marketing Efforts

As businesses grow, it becomes more important to understand where your leads are coming from and how they’re converting. In Kylas, you can build a source-wise marketing report to track the efficiency of your marketing channels.

For instance:

Source-wise Marketing Report: This report tracks how many leads you’re receiving from various sources such as Google Ads, Meta, Indiamart, and referrals. It also shows how many of those leads are qualifying and converting into deals.

Cost per Lead (CPL) and Cost per Qualified Lead (CPQL): If you want to measure the efficiency of your marketing spend, you can add a cost parameter to see how much you’re spending per lead or per qualified lead.

Step 3: Visualizing Your Deal Pipelines

At the management level, it’s crucial to have a quick overview of how deals are progressing in your pipeline. Kanban reports in Kylas give you this overview.

Kanban Reporting: This gives you a visual representation of where each deal is in the sales cycle. As a manager, you can easily see how many deals are stuck at specific stages. You can also click on any stage and immediately access the details of the deals that are stuck. This enables you to make informed decisions on which deals need attention.

Step 4: Performance Analysis by Salesperson

As a business owner or sales leader, it’s important to understand the performance of each individual salesperson. With Kylas, you can easily track metrics such as how many leads were allocated to each rep, their conversion rates, and how many deals they’ve closed.

Salesperson Performance Report: By analyzing these metrics, you can identify which reps are performing well and which ones need additional support or training.

Step 5: Multi-Dimensional Reporting

To get a deeper insight into your business, you can use multi-dimensional reports. These reports allow you to segment data based on multiple variables such as geography, lead source, and sales team performance.

For example:

Geography and Lead Source: You can see which geographies are bringing in the most leads and from which channels (e.g., online, trade shows, etc.). This helps you focus your marketing efforts in the right regions and optimize your sales strategy accordingly.

Step 6: Goal Setting and Performance Tracking

It’s important to set clear goals for your sales team and track their performance against those goals. Kylas allows you to set sales quotas and track them in real-time.

Target vs. Achieved Reports: These reports help you track progress toward your sales targets, whether it’s by week, month, or quarter. This ensures that everyone is aligned with the company’s sales objectives.

Step 7: Using Smart Segmentation for Quick Actions

One of the key features of Kylas is the segmentation capability. Being able to quickly filter and segment your data helps you take immediate action. For example:

Smart Lists: If you want to target leads that have abandoned their carts or leads that are in a trial phase, you can create a smart list and quickly reach out to them via email or WhatsApp.

AI Assistant for Segmentation: If you’re unsure of the best segment to target, you can use the AI assistant in Kylas to quickly generate a list based on certain criteria. For example, you could prompt the AI to find all leads that had a demo done in the last month but have not yet closed.

Step 8: Time-Based Reporting for Real-Time Insights

While many CRMs provide aggregate reports, Kylas allows you to track time-based reports. This is essential for businesses that need real-time insights into their performance.

For example:

Time-Based Reports: If you want to track your CPL or CPM every day, you can connect Kylas with tools like PowerBI or Looker to get real-time data dumps. This allows you to measure performance on a more granular level.

Step 9: Marketing & Sales Integration

The power of Kylas lies not just in tracking sales, but in its ability to integrate marketing and sales efforts. With Kylas, you can connect your CRM with email marketing tools, WhatsApp, and telephony systems to automate follow-ups and lead assignments.

AI-Powered Workflows: Automate processes like lead assignment, reminders, and follow-ups with Kylas’ intelligent workflows, so your sales team can focus on closing deals instead of manual tasks.

Conclusion: Making CRM Your Growth Engine

In summary, reporting and segmentation are the keys to unlocking the full potential of your CRM. With Kylas, businesses can quickly gather insights, automate key processes, and make data-driven decisions that lead to smarter sales. The features like multi-dimensional reporting, real-time dashboards, and powerful AI-driven workflows make Kylas the perfect tool to accelerate your growth.

So, don’t let your CRM become just a system of records—use it to drive growth and make faster, smarter decisions with Kylas.

Start building smarter reports today and transform your CRM into a true growth engine with Kylas CRM!

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Features

For Sales Manager:

For Sales Reps:

Industry

Resources

Growth with Kylas – Intermediate Episode 2: How to Create Insight and Action-Led Reports in Kylas

Why Reporting and Segmentation are Crucial for Faster Decisions

Step 1: Building Your Dashboard in Kylas

Step 2: Understanding Your Marketing Efforts

Step 3: Visualizing Your Deal Pipelines

Step 4: Performance Analysis by Salesperson

Step 5: Multi-Dimensional Reporting

Step 6: Goal Setting and Performance Tracking

Step 7: Using Smart Segmentation for Quick Actions

Step 8: Time-Based Reporting for Real-Time Insights

Step 9: Marketing & Sales Integration

Conclusion: Making CRM Your Growth Engine

Mr. Vikram Kotnis, Founder & CEO of Kylas

Tags In

Growth with Kylas – Intermediate Episode 1: How to Make Your CRM Work Smarter for You

For Sales Manager:

For Sales Reps:

Growth with Kylas – Intermediate Episode 2: How to Create Insight and Action-Led Reports in Kylas

Why Reporting and Segmentation are Crucial for Faster Decisions

Step 1: Building Your Dashboard in Kylas

Step 2: Understanding Your Marketing Efforts

Step 3: Visualizing Your Deal Pipelines

Step 4: Performance Analysis by Salesperson

Step 5: Multi-Dimensional Reporting

Step 6: Goal Setting and Performance Tracking

Step 7: Using Smart Segmentation for Quick Actions

Step 8: Time-Based Reporting for Real-Time Insights

Step 9: Marketing & Sales Integration

Conclusion: Making CRM Your Growth Engine

Mr. Vikram Kotnis, Founder & CEO of Kylas

Tags In

Growth with Kylas – Intermediate Episode 1: How to Make Your CRM Work Smarter for You

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