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CRM Analytics & Dashboard -

💡 Ideas

PLEASE SHARE IN COMMENTS WHAT DO YOU NEED

Problem:

  • no analytics to track performance of you OR your team

Solution (do you think it's enough?):

  • **1 dashboard that you can filter per list like the pipeline for example"
  • lead source
  • pipeline vs closed
  • closing rate
  • deal won/lost
  • connection strength with your leads
  • time you saved thanks to Breakcold
  • sales funnel display
  • upcoming reminders

Use cases:

  • knowing where your leads come from (lead source)
  • assessing the performance of your sales rep or yourself
  • having insights on the deals that closed or not
  • having weekly reports about your performance

Picture:

  • the picture is just a rapid design without possibilities to see statistics in the last 30 days, 7 days etc
  • the goal would be to have last 30 days etc
Arnaud Belinga

9 months ago

Activity
Arnaud Belinga changed status to 💡 Ideas

9 months ago

16 votes
Arnaud Belinga Ash Nat Green Jerry Selvaseelan Eric Ryan Jones Serge Lavrinchuck Viclanry Andy Lim A Vangeest Stefania Ads Iftekhar Ahmed Eduard Canela Webmate Thijs Roelofs Jacek S.
Categories
CRM
Social Selling
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