Statistics

Context:

A company's sales team uses statistics to track their sales potential, see the status of opportunities, Nb of meetings/week, PIPE history, Nb of new customers/month, Nb of follow-ups per month, and prospecting follow-up.

Implementation in SIMAX

State of opportunities

To display the state of opportunities, click CRM > Statistics > State of opportunities.

Nb.appointments/week

You can view the number of appointments per week in table form:

PIPE History

To display the PIPE history, click on CRM > Statistics > pipe history.

Nb of new customers/month

Pour afficher le nombre de nouveaux clients par mois, cliquez sur CRM > Statistics > Number of new customers / month.

Nb of reminders per month

To display the number of reminders per month, click on CRM > Statistics > Number of Reminders per month. You can view the number of reminders per month in table format:

Prospection follow-up

To display the prospecting follow-up, click on CRM > Statistics > Prospection follow-up. Here you'll find the prospecting history.