รายงาน

Work more effectively and grow your profit with Edward

Extractor

Analyze deal data for the required time period. Identify the most efficient customer handling scenarios as well as tight spots that may need improvement.

Your sales managers do not have to fill in any additional fields to get sales analyzed by the Payment Calendar. All analytics is based on already existing CRM invoice data.

The KPI application helps to plan key performance indicators, observe the situation regarding implementation of the plan in real time, calculate bonuses e.t.c.!

Leads as Google Looker Studio data source

Telephony calls as PowerBI data source

Deals as PowerBI data source

Analysis by status, conversion by source, responsible employee and and utm-tags

Deals as Google Looker Studio data source

Any CRM data as Google Looker Studio data source

Leads as PowerBI data source

Any CRM data as PowerBI data source

Deal stage history as PowerBI data source

Analyze deals and identify tight spots that may need improvement.

Identify and prioritize key customers

Analyze customer retention and churn

Analyze your sales.

Analyze inbound and outbound calls, and related costs and sales

Analyze your personal performance