The Statistics section of noCRM shows you how to analyze your sales performance: company and team results, sales activities, pipeline progress, forecasts and prospecting lists.
Follow these steps:
Click the ... menu in the top bar.
Click Statistics.
Click the report you want to view.
The reports are grouped into three sections:
Performance analysis: Company performance, Team performance, Team's activity (Expert and Dream editions), Templates performance (Solopreneur and Dream editions only) and Sales goals (Dream edition only).
Pipeline analysis: Active leads, Pipeline's performance, Forecast (Expert and Dream editions) and Lead performance.
Prospecting analysis: Analysis per prospecting list (Expert and Dream editions).
Depending on the report, you can apply filters such as categories, tags, teams, users, pipelines and periods of time. For periods of time, either choose the dates manually in the calendar or use the magic wand icon to quickly select a period such as "last week", "last month" or "this year".
The data you see depends on your role:
Administrators have access to all the statistics of the account, so they know how each user is working and performing.
Team managers: once the team is created and its members added, the team manager or leader can access the other team members' statistics and leads, depending on the privacy settings of your noCRM account.
Non-admin users have access to their own statistics: they know how they are doing, how many leads they have won or lost and whether their goals are being met.
