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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
Deals as Google Looker Studio data source
A empty template for your imagination
Analyze deals and identify tight spots that may need improvement.
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.
Analyze products by category
Analyze your customers by time based cohorts.
Analyze inbound and outbound calls, and related costs and sales
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.
Analyze the assignee and department workload