Reporting and Analytics

Types of Reporting

Reporting takes various forms in organizations, serving specific functions. Operational reports offer day-to-day insights into activities like sales and inventory management. Financial reports detail a company’s financial health, including balance sheets and income statements. Management reports provide summarized data for internal decision-making, while strategic reports guide long-term planning. Compliance reports ensure adherence to legal requirements, while ad hoc reports address specific queries. An analytical report delves deep into data for actionable insights, and statutory reports fulfill legal obligations. Project, sales, HR, customer service, inventory, quality control, and environmental reports cater to specific areas, aiding in better decisions across an organization.

Dashboard Report Example:

Bizzyeasy’s Reporting and Analytics:

• • Real time Interactive Dashboard: View account status, identify new opportunities, manage the sales pipeline and the efficiency of your sales team

• • Multi-level reporting: Pre-built, ad-hoc and graphical reporting help you to make informed business decisions

• • Create powerful, custom reports: Built in report generator enables the creation of customer reports

• • Historical Trending: Identify issues and take appropriate action before they impact your business.

• • Complete business visibility from summary to detail: Monitor the effectiveness of sales opportunities, marketing programs and service ticket management

• • Analyze Business Issues Quickly and Efficiently: Graphical analysis provides a quick view of deal flow, win/loss analysis, average deal size and more

Some of the Essential CRM Reports Tracked by Bizzyeasy:

• • Sales Pipeline Report: A methodical approach to directing the steps of a sales process is the sales pipeline. It outlines every aspect of how much money you will make from a sales transaction. Beginning with the first interaction with a prospect, the sales pipeline develops through the various stages of the sales process until the deal is closed. Companies can determine the amount of work required at each stage of the cycle to achieve the final sales objective with the aid of a clearly defined pipeline.

• • Lead Source Report: In business, it’s very important that you have a proper mechanism for tracking your marketing and sales activities. You should track these things on an almost daily, weekly, and monthly basis to consolidate these reports for quarterly reviews. A lead source analysis report can help you track the number of leads generated through a particular source and then understand the best result generated from the same source. The Lead Source report is very important for analyzing the effectiveness of your campaigns and sales team.

• • Sales Activity Report: A sales report is a detailed document that demonstrates the effectiveness of each type of sales activity that takes place in a business. It provides sales managers with sufficient data and valuable information about the actions that the sales team has performed over a certain period of time (daily, weekly, monthly, quarterly, or annually). With the help of Bizzyeasy’s sales report, you can check the most important sales metrics, such as leads generated, closed deals, revenue generated, sales, conversions, phone calls, and dozens of others.

• • Customer Service Report: Customer service reports show progress and performance in customer support, customer interaction management, and account management activities. They let you see how well your agents and service representatives are doing in resolving cases, retaining customers, and creating satisfied customers. Bizzyeasy has sophisticated customer service reporting features that allow users to collect reliable case data, such as current status, case number by channel, or average resolution time, customer lifetime value, churn rates, and number of active subscriptions, all from a centralized dashboard.

• • Campaign Performance Report: CRM reporting is crucial for evaluating the effectiveness of your marketing campaigns and strategies. That’s why using a CRM campaign performance report is essential. A campaign performance report tracks important metrics of your marketing strategies, such as ROI, conversion rate, click-through rate (CTR), and more.

• • Profitability report: A CRM profitability report details how much revenue you generate from specific customers. It can also tell you which customers are the most loyal to your brand and which ones are most likely to become repeat customers. This report is crucial for identifying high quality leads for your business. When you know which leads are likely to generate the most profit for your company, you can focus more resources on nurturing and converting those leads to increase sales.

• • Contacts report: Contacts are the most valuable currency for a seller. You never know when someone is going to become a customer, so it’s important to have contact information on hand to attract more leads and offer them what they need from the start. A good contact report should include all kinds of data about how many times a sales rep has recently contacted that person and through which channels (e.g., email, phone call, social media, etc.).

Organizations all around the world are utilizing knowledge management systems and solutions to manage data better, reduce the time it takes to obtain insights, and increase the utilization of historical data while cutting costs and increasing ROI.

Bizzyeasy CRM provides you with pre-built, point and click, text based, and graphical reports for all applications from contact management, sales and marketing to projects and accounting. A built in report generator enables you to create reports against any data in the system including customer fields. The analytics package provides additional sales, marketing and customer service indicators to help you make informed business decisions.