Access your contacts and customer data, explore it and analyze it using a spreadsheet interface.
If you use Pipedrive as a CRM, with Actiondesk, you can easily run a cohort analysis and understand for each month, what was your close rate and loss rate.
We'll build a simple spreadsheet that will let you change the name of the sales representative and see the deal amounts lost and won.
Easily identify potential problems to solve urgently.
Build a dynamic list of all the conversations that had a bad rating.
List users who haven't logged in to your app for a while and get your team to do something about it
If you're using ratings, see the number of conversations for each rating, sliced down per week or month, or customer support operator.
Analyze the average time it takes your team to respond to a customer initiated conversation.
Calculate the average weekly or monthly time it takes your team to close a conversation initiated by a customer.
Let your teams access your raw SQL data with an interface they already know and like. No SQL needed.
Build a flexible dashboard with your number of sales and revenue per month and country (or any other relevant dimension).
Get a breakdown of your customer's activity on your product.
Easily visualize your customers in Actiondesk, filter them and calculate key metrics.
Have a constantly updated list of late orders and collaborate with your team to fix these issues.
See at a glance all the customers whose free trial is about to end
See at a glance all the customers who haven't paid their last invoice.
See at a glance all the customers who canceled their subscription recently
Live dashboard with the number of subscriptions by plan
We'll build a simple funnel report listing for each month using the following metrics: number of new opportunities, new contacts, opportunities won and lost.
We'll build a simple spreadsheet that will let you change the name of the sales representative and see the opportunity amounts lost and won each month.
Create a view of all your deals, easy to filter and sort
Calculate conversion from signup to deal signed across any dimension you'd like (country, industry, deal owner, etc)
Create a view of all your contacts, easy to filter and sort
Create a view of all your open deals, easy to filter and sort
Compute the # of deals per period vs objective, deals amount lost and won, amounts and number of deals currently in the pipeline.
Understand how your sales pipeline behaves. Learn how to calculate the number of deals per stage per month based on your HubSpot data.
Create a view of all your companies, easy to filter and sort
Build a live dashboard with the number of deals per deal stage per sales representative.
For each month, calculate the # of contacts, deals, closed deals, lost deals, lost and win rate.
We'll build a simple funnel report listing for each month the following metrics: # of new deals, new contacts, won deals, lost deals, close, win & loss rate.
Here's how to easily calculate your product/market fit score based on the product/market fit engine framework popularized by Rahul Vohra’s from Superhuman.