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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
Deals as PowerBI data source
Analysis by status, conversion by source, responsible employee and and utm-tags
Telephony calls as PowerBI data source
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.
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 your customers by time based cohorts.
Analyze products by category