Insights
Reports and targets.
Reports
1.Reports overview
Find ready-made reports on leads, contacts, accounts, deals, quotes and contracts, keep your favourites close, and organise reports in folders.
2.Open a report
Read a report as a table or chart, see the rules behind it, and pick its columns and rows per page.
3.Create a custom report
Build your own report by picking a module and the rules records must meet, then save it in a folder.
4.Download a report
Save a report as an Excel or CSV file to share, print or open in another tool, and find your file in Download History.
Targets
5.My targets
See your own targets and your team's, how far you've got, how many days are left, and whether you're on track.
6.Target metrics
The things you can set targets on, such as calls made, deals won or revenue closed, and exactly what each one counts.
7.Set up targets
Create a target once, such as 40 calls a month or 5 lakh revenue a quarter, and it starts again every period.
8.Assign targets to users and teams
Give a target to people or to whole teams, follow everyone's progress, and see what each team member contributed.