MRM Reports
  • 12 Aug 2022
  • 1 Minuto para leer
  • Oscuro
    Ligero

MRM Reports

  • Oscuro
    Ligero

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Resumen del artículo

Conversion Times

This report includes a list of customers along with the details of their first plan, check-in, booking, event, and contract.

Deal Sources

This report includes a list of all your leads sources as defined in your CRM board stages.

Deals Lost per Stage

This report includes a list of deals lost sorted by CRM board stage.

Deals Owned

This report includes a chart of all the deals currently owned by an admin in your space against the total number of ongoing deals.

Deals Progress (by creator)

This report includes a list of all deals currently in progress sorted by CRM stage that created the lead.

Deals Started

This report includes a list of all the deals manually added to a stage by an admin in Nexudus.

Deals Won Per Stage

This report includes a list of all the CRM board stages that led to winning deals.

Loss Reasons

This report includes a list of all reasons for lost deals as they were recorded in the relevant CRM board stages.


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