● Tracks daily sales activities. ● Provides insights into daily operations. ● Monitors team performance. ● Records activities like calls, meetings, and deals. ● Promotes accountability and transparency. ● Facilitates early bottleneck detection.
● Optimizes the sales funnel. ● Assists in informed decision-making. ● Motivates and boosts sales team confidence. ● Enhances accountability among team members. ● Promotes healthy competition. ● Offers continuous updates to management.
● Number of deals closed. ● New leads generated. ● Sales opportunities created. ● Sales calls made. ● Daily revenue generated. ● Conversion rates. ● Individual sales team member performance. ● Customized data points based on business goals.
● Sales or Closed Deals Report. ● Leads Report. ● Opportunities Report. ● Sales Call Report. ● Revenue Report. ● Conversion Rates Reports. ● Customized reports based on business needs.
● Align reports with specific sales goals. ● Standardize data and metrics. ● Focus on tracking essential KPIs. ● Utilize data visualization for better comprehension. ● Use CRM platforms to automate reporting. ● Prioritize data that provides actionable insights.
● Kylas CRM streamlines reporting. ● Customized daily sales reports. ● Filters for targeted insights. ● Easy data migration and sharing. ● User roles for data control. ● Efficient and fast reporting without manual data handling.