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SALES REPORTS & DASHBOARDS

With out-of-box reports and drill-down dashboards available on pipeline, customer engagement and sales reps activities, track sales performance and team productivity at ease.

Sales Dashboards

Pre-Built dashboards and reports available on lead, sales pipeline and accounts with details on sources, current stages, active/deferred status, win/loss parameters, loss/disqualification reasons and ownership factors. Also Kreato provides scope to create custom dashboards with necessary parameters specific to the analytics needed.

Today’s CRM Pulse

Get instant view on what’s happening currently on the CRM activities. Visualize the inflow trends of leads/deals, recently engaged customers, recently generated leads/deals and get quick links to the tasks that need to be attended and pipeline that needs attention.

Rep Activity Reports

Get comprehensive view on sales rep today’s activities to measure the productivity at the end of the day.  Get facts on the pipeline achievements (such as leads conversion, deals closure), customer engagements (such as number of emails sent, sales calls made and in person visits engaged) and tasks executed.