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Analyze deal data for the required time period. Identify the most efficient customer handling scenarios as well as tight spots that may need improvement.
Analyze employee performance outside CRM
Any CRM data as PowerBI data source
Analyze deals and identify tight spots that may need improvement.
Identify and prioritize key customers
View and analyze how your business creates leads
Analyze performance indicators most critical to your business
Analyze customer retention and churn
Analyze your business workflows.
Compare products or product groups by total sales, number of deals, items sold or discount.
Analyze the efficiency of SPAs inside your company.
Analyze workflow performance in your company.
All company calls now have visual breakdown: missed calls, расходы и продажи, detailed statistics for manager calls
Any CRM data as Google Looker Studio data source
Leads as PowerBI data source
Telephony calls as PowerBI data source
Deal stage history as PowerBI data source
Timeline activities as PowerBI data source
Product rows of deals as PowerBI data source
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