The client has several funnels by department! for example! a sales funnel! adaptations! recordings! follow-ups! etc. We developed custom reports and set up filtering by the required indicators for each report.
We also built reports for the america phone number list plan-fact analysis of profit and revenue! automated the calculation of the payroll to control personnel costs and other reports. We will tell you about some of them.
Transaction analytics
We track the dynamics of deals in funnels.
How many transactions 10 tactics to create emails with higher open rates were taken into work during the period.
Total number of transactions received.
The number of transactions that have exited the “unresolved” status.
Average rating (it is related to the company’s internal indicator).
Average time a deal remains buy lead in the “unresolved” status.
A problem was identified: initially! the report only took into account the date of transferring the deal to another stage! but it turned out that it was important to take into account only working hours. The deal could be transferred to non-working hours! which affected the accuracy of the calculations.
There is also a table with detailed analytics on transactions! including a link to the transaction card.
Transaction statistics
Statistics of transactions in one of the departments
Bitrix24 Transaction Quantity Report
Main report on the number of transactions and the amount of revenue from transactions
Bitrix24 Average Transaction Time Report
Report on average transaction time at different stages of the funnel
Analytics of managers’ work
We evaluate the effectiveness of employees:
How many deals did managers take on?
How many clients were retained?
Conversion of returns.
Reasons for refusals.
Performance of specific managers and teachers – which manager or teacher is more likely to encounter rejections.