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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.
Leads as Google Looker Studio data source
Analysis by status, conversion by source, responsible employee and and utm-tags
Deals as PowerBI data source
Analyze deal analytics summary
Analyze deals and identify tight spots that may need improvement.
Analyze products by category
Analyze employee performance outside CRM
Analyze workflow performance in your company.
Analyze deal activities
Any CRM data as Google Looker Studio data source
Any CRM data as PowerBI data source
Deals as Google Looker Studio data source
A empty template for your imagination
View and analyze how your business creates leads
Analyze performance indicators most critical to your business
Identify and prioritize key customers
Analyze customer retention and churn
Analyze your sales.
Analyze your business workflows.
