Print or email your quotes to customers, and after the deal, upload it as an invoice to your CRM. With 12 users and 5 GB of storage on the free version, you can store the full interaction and history of your contacts. Use the project management features to assign tasks, set deadlines, and share calendars with your team.
Collaborative documents with customizable access rights mean you can fully control your content, both internally and externally. For internal communications, Bitrix24 offers videoconferencing for those all-important shareholder meetings, as well as group chat and instant messaging for in-team collaboration. Having all of this in one space improves your capabilities both individually and as a team. Each agent can see their own personalized stats, including deals closed, outstanding invoices, pending calls, and much more.
As a manager, you can get all this information in one place to plan your working day. Your team can download the Bitrix24 app for iOS and Android to their phone, which is perfect for teams that travel, or even just as an interface for quick interactions. To increase your productivity even further, Bitrix24 allows you to host the software yourself and gives full source code access for customizations or scaling.
For more information, take a look at our sales tracking and sales management manual. For current prices and features please visit Bitrix24 pricing page. For more information about Bitrix24, head over to our training courses. We also have a great YouTube channel that covers every aspect of Bitrix24, from sales and planning to document management and company internal communication tools.
To download the self-hosted edition of Bitrix24 that can be installed on your own server and give you access to open source code, please visit the Bitrix24 Self-Hosted page. Cookies: This website uses cookies for analytical and technical reasons. To select the right reporting solution, you first need to know exactly what to look for.
Sales reporting software is exactly what it sounds like: a tool that helps sellers track i. To make the right decision, salespeople need to ask the right questions. This is actually the wrong question. The first question you need to ask yourself when choosing a sales reporting tool is who is the specific application designed for? Inside and outside sales teams need different levels of insight to meet their sales quotas.
Which kind of team are you a part of? This will allow you to get the data you need, while still using the tools you already know and enjoy using. Next up, ask yourself what kind of sales data you need to report on. Not all solutions will give you access to the same data points, so knowing what you need is paramount. Field teams generally need to analyze and break down revenue numbers by territory. But does your team also need access to rep and team-level activity insights?
What about management? Do they need a specific kind of report to properly evaluate performance and measure progress against sales targets? Make a list of all the data points you need a sales reporting software to generate and keep the document handy as you vet various solutions.
You could visit them face to face, call them on the phone, or send them direct mail. Today, there are dozens of communication channels available to you. The sales reporting software you choose should be able to track all of the channels you use — both online and off. Get Started. Target vs. Achievement reports The CRM sales reporting tool collect and consolidate customer data from all relevant business touch points.
Employee vs. Lead Reports Easily predict multichannel sales, estimated leads, expected revenue with detailed dashboards and powerful reports. Deal Management Reports What happened to that important deal that was followed up twice? Performance Analysis Performance analysis reports help you get great insights when it comes to business revenues. Quite straightforward, this KPI counts the number of sales performed on the day. This is particularly important for small retailers who have a lot of items with low-added value, and who hence need to close as many deals as possible to make a profit margin.
The retail KPIs we will explain next are indispensable in the retail industry. Retailers must track these KPIs since they need to have a daily overview of their operations, costs, and expenses to be able to generate profit. This is one of a clear-cut daily report that focuses on the number of sales achieved on a daily basis. It is quite important to track, especially in the retail industry, since daily volumes can indicate which days of the week perform best, and how you can use this to your advantage.
The goal is to keep your daily sales volumes growing, but don't panic if it starts to decrease - instead, investigate why, and adjust your strategies. Another retail KPI that is extremely useful to track since you can conclude a lot about customer behaviors just by looking at the device or payment type. This KPI certainly varies, depending on the retail store type.
Order placement must be tracked on a daily basis since retailers need to keep an eye on how many orders they received each day to ensure profitable results.
This will enable you to improve your retail analytics and evaluate which weekdays are busy the most to avoid out-of-stock situations. The average number of units per customer evaluates how many items are purchased by customers on average, of course which can set the tone of the purchase trends and give you enough data to evaluate your sales even more precisely.
A quarterly sales report is a tool used to record the performance of sales metrics in a three months period. One month is often not enough time to track the success of strategies or to discover trends and patterns that will lead to improvement opportunities. For this reason, businesses use quarterly sales reports to track growth based on a target, a specific market, a geographical area, or any other relevant sales-related process. After analyzing, monitoring, and evaluating the most prominent KPIs through a quarterly sales report, managers and sales representatives use the results to define what steps need to be taken in order to improve in the next quarter.
As bonus content for our examples section, we will present you 3 quarterly sales report examples that you can apply to your business. Our first quarterly sales report example is the pipeline value forecast. By analyzing your historical data to find trends and patterns, this powerful sales report aims to predict the sales value of your business as well as the performance of your sales representatives for the next three months. The predictions not only consider the value of your sales pipeline but also your committed deals, which can also include old clients upgrading their contracts, as well as a worst and best case scenario for each value.
By getting these predictions you can quickly understand if you are on the way to meet your sales targets or if you are facing some underperforming issues and implement strategies to fix them on time.
Arguably one of the most important quarterly sales reports to track, the sales growth aims to measure the amount of revenue by sales representatives in the last 12 weeks or 3 months. This is a relevant sales KPI to track as it allows you to drive several conclusions about your sales strategies.
For instance, if each of your sales reps is working for a different target group or market, you can monitor which of them brings more revenue and focus your efforts on that target. Last but not least in our bonus sales report examples for quarterly reports is the customer acquisition cost.
As its name suggests, the CAC aims to track all costs incurred in signing up a new customer. These costs will defer depending on your business type and what resources you implement to acquire new customers.
Which can be from campaigns implementation to staff salaries and other related costs. In the report example above, we see the CAC tracked for a year period, however, tracking it on a quarterly basis will allow you to fine-tune your strategies before bigger issues affect your entire revenue.
It is recommended that the customer acquisition costs should be recovered in less than one year of your customer's subscription.
The goal here should be to keep your CAC as low as possible while increasing your customer lifetime value. After we have expounded these sales examples, we will now explain how to make one for yourself and your boss, provide some tips for conducting an effective sales reporting practice, and expound on why are sales reports important. When you write a report, you need to keep your final objectives in mind. To master report writing, there are a couple of crucial questions that you need to ask yourself: who are you reporting for, and why?
Is this a weekly check-up or an assessment of a situation or a campaign project? What is the time period of the report? What is the main message you want to share? Once these questions have found an answer, you can easily articulate your report accordingly.
These tips will help you create a powerful business sales report that you can share with your colleagues and key stakeholders. But what to do when you need to create a sales reporting system and present data to your boss? Here we present to you some additional tips and tricks. All of the steps mentioned above apply when writing a daily, weekly, or monthly sales report to your boss. Now that you've got all the details on how to analyze sales data and create powerful reports, you need to optimize your processes and bring additional value to your practices.
To cover you in this aspect, here are basic tips to ensure your business sale report is of top quality. Sales reporting can be a tricky task both for teams and managers. We have already expounded on how to make a report, but to be able to clearly compose your data which you can tell a story with, you should follow these additional tips:. Define specific questions you need an answer to, and tie all the metrics that correspond to your final destination. As shown in our examples section, various types of reports tell different stories, based on the goals we have predefined.
In this area, you also need to take a look at the bigger picture. One of the most crucial tips we can give you is to utilize sales forecasts to be able to make better and more informed business decisions, predict future performance, and give insights on how to manage your sales strategies, like in our example below:.
This example shows an intuitive user interface of modern business intelligence software like datapine that allows you to analyze and visualize sales data with a few clicks, and take advantage of advanced analytics features such as predictions, intelligent alerts, and conditional formatting. Humans are visual creatures, and by visualizing all the numbers and correlations on a single screen, you enable faster insights, pattern recognition, easy-to-spot trends, and interactivity with data.
An important tip to consider when using sales reports for your online data analysis process is to act on results.
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