Reports
CRM reports
Track new contacts, deals by stage, your biggest accounts and support tickets.
CRM reports show how your client list, sales pipeline and support work are moving. Open Reports and select a report under CRM.
The reports
| Report | What it shows | Filters |
|---|---|---|
| Contact Growth | New contacts added in each day, week or month | Dates, group by |
| Deals Pipeline | How many deals sit in each stage, and their total value | Dates |
| Account Summary | Each account's contacts, deals and invoices | None |
| Ticket Summary | Tickets by status and priority | Dates |
You're done when the report shows the period you chose and you have opened the records behind any number that surprised you.
What to do with them
- Contact Growth jumped: check whether it was an import before you credit a campaign.
- Deals stuck in one stage: open those deals and add a next step, or close them as won or lost. See deals.
- A big account with no recent deals: add a follow-up task on the account.
- Open tickets growing faster than closed ones: check who each ticket is assigned to. See tickets.