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.
