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12.2.1_1 Description
12.2.1_1 Description
General Description and Business Benefits
All widgets in the system are part of the Analytics section and their purpose is to provide to the user through dynamic graphs the performance of the sales area. These descriptive analytics help to identify various trends and can be used to create appropriate business actions.
For example the user can have a 360° overview of the Sources that the leads are generated from.
i.e. If the incoming leads from a website are decreasing per quarter or YoY, this signifies a trend that should be examined and exploited either by increasing the company's on-line presence or by creating various on-line campaigns(Sales and Marketing).
, multiple selections available,
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Opportunities - The number of Opportunities assigned to you at the moment
Opportunities - The number of Opportunities assigned to you at the moment
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Whole Sales
Whole Sales
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Leads and Opportunities
Leads and Opportunities
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Leads - The number of active Leads assigned to you at the moment
Leads - The number of active Leads assigned to you at the moment
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Unassigned Opportunities
Unassigned Opportunities
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Sales Persons
Sales Persons
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