Customizable Sales Reports & Insights

What is a Report?

A report is a detailed account of consolidated data that helps you draw inferences for informed decision-making.

What is a Dashboard?

A dashboard gives a summary of key metrics and other relevant data on a single screen.

What are Sales & Support Insights?

Sales and support insights comprise all analytics that analyzes data about customers and internal teams to present in facilitating and streamlining better business decisions.

What are customizable sales reports in a CRM, and why are they important?

CRMs such as Kylas offer businesses tools to create and modify customizable sales reports according to their specific needs and criteria. In general, these reports contain data related to sales performance, pipeline status, lead conversion rates, and revenue forecasts.

Customizable sales reports provide sales teams and managers with the precise information they need to make informed decisions. These reports also help track the information of every sales rep, team, and the overall organization. Such sales reports also help forecast sales based on past and current sales data to predict future trends.

What types of insights can customizable sales reports provide?

Customizable sales reports can provide insights related to total sales revenue, number of deals closed, average deal size, sales growth over time, sales by product or service category, number of leads at each stage of the pipeline, lead conversion rates, sales team performance, customer insights, and a lot more.

How can I tailor sales reports in a CRM to fit my specific business needs?

In Kylas, to create a tailored sales report, you need to fill in some fields as per your business, such as Report Name, Report Type, Entity Type, Chart Type, Date Filter, Date Range, Start Date and Time, End Date and Time, Dimensions, Metrics, and Filters. Once you have filled in all this information, you can create the required report.

Features

For Sales Manager:

For Sales Reps:

Industry

Resources

Gain Valuable Insights into Your Business Health

Includes

Custom Reports

Build Reports from CRM data

Quickly Download Report

Customize existing Reports

Keep Your Reports Organized

Sales Dashboard

Forecasting

Track Your Sales
Team Performance

Benefits Of Sales Report