BR-Dashboards and Reports

Dashboards and Reports

The primary objective of utilizing reporting and dashboards is to enable management to ensure:

• Consistent Feed of New Leads: Verify that the Client’s Sales and Marketing teams consistently contribute to the top of the funnel with a steady influx of new leads.

• Timely Handling of New Leads: Ensure that the Sales Development Representatives (SDRs) promptly and effectively engage with new leads, fostering timely progress through the sales pipeline.

• Continuous Growth in Lead Conversion: Monitor and foster the ongoing growth of lead conversion rates over time.

• Visibility into New Sales Opportunities: Provide management with clear visibility into emerging sales opportunities, allowing for strategic decision-making.

• Identification of Highest Value Opportunities: Enable management to discern and prioritize the highest value opportunities for optimized resource allocation.

• Expedient Resolution of Customer Service Issues: Ensure that customer service issues are addressed promptly and efficiently to maintain high levels of customer satisfaction.

• Monitoring User Adoption: Keep track of user adoption metrics, allowing for the identification of areas with slow adoption and enabling proactive measures to address any challenges.

Initial List of Reports

Provided by the Client

Lead Reports

1. Number of New Leads Created QTD, by Month (Bar Chart): Visual representation of the quantity of new leads created each month within the quarter.

2. Current Status of All Leads (Open, Working, Qualified, Disqualified - Bar Chart): Bar chart illustrating the distribution of leads across different statuses such as Open, Working, Qualified, and Disqualified.

3. Leads Created This Month by Lead Source MTD (Pie Chart): Pie chart showcasing the proportion of leads created in the current month, categorized by lead source.

4. Lead Conversion Rate This Month vs. Last Month: Comparative analysis of lead conversion rates for the current month against the previous month.

Opportunity Reports

1. Top Five Open Opportunities Closing This Quarter (Text): Textual representation listing the top five open opportunities anticipated to close within the quarter.

2. Opportunities by Stage, Closing This Quarter, Grouped by Month (Stacked Bar Chart): Stacked bar chart illustrating the distribution of opportunities by stage, grouped by month and closing within the quarter.

3. Opportunities by Lead Source, Closing This Quarter (Pie Chart): Pie chart depicting the distribution of opportunities based on their lead source and expected closure within the quarter.

4. Dollar Amount of Opportunities Expected to Close This Quarter, Grouped by Salesperson (Bar Chart): Bar chart showcasing the expected dollar amount of opportunities set to close within the quarter, grouped by salesperson.

5. Number of Lost Opportunities, YTD, Grouped by Lost Reason (Bar Chart): Bar chart presenting the count of lost opportunities Year-to-Date (YTD), categorized by the reason for loss.

6. Average Time to Close Deals (Previous Four Quarters): Analysis of the average time taken to close deals, considering data from the previous four quarters.

Case Management Reports

1. Currently Open Cases by Stage: Overview of currently open cases categorized by their respective stages.

2. Cases Solved MTD and QTD by Type: Breakdown of cases solved Month-to-Date (MTD) and Quarter-to-Date (QTD), categorized by case type.

3. Average Resolution Time (This Quarter and Previous Two Quarters): Comparative analysis of the average time taken to resolve cases, considering data from the current quarter and the previous two quarters.

Adoption Reports

1. Recent Logins by User: Record of recent logins by individual users for tracking user engagement.

2. New Accounts Created YTD, by Month (Line Chart): Line chart displaying the trend of new accounts created Year-to-Date (YTD), segmented by month.

3. New Activities Created YTD, by Month: Visualization of new activities created Year-to-Date (YTD), presented in a monthly breakdown.