Access your Leads, Contacts, Opportunities, Cases, Accounts, or Campaigns, explore it and analyze it using a spreadsheet interface
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.
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.
Easily identify potential problems to solve urgently.
If you're using ratings, see the number of conversations for each rating, sliced down per week or month, or customer support operator.
List users who haven't logged in to your app for a while and get your team to do something about it
Build a dynamic list of all the conversations that had a bad rating.
Count your total number of leads, qualified leads and the percentage of qualified leads for each week
Analyze the average time it takes your team to respond to a customer initiated conversation.
Have a constantly updated list of late orders and collaborate with your team to fix these issues.
Let your teams access your raw SQL data with an interface they already know and like. No SQL needed.
Get a breakdown of your customer's activity on your product.
Build a flexible dashboard with your number of sales and revenue per month and country (or any other relevant dimension).
Calculate the number of daily active users (DAU) on any specific day.
Easily visualize your customers in Actiondesk, filter them and calculate key metrics.
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
See at a glance all the customers whose free trial is about to end
Understanding your funnel is fundamental. If you use Salesforce as a CRM, with Actiondesk, you can easily run a cohort analysis and understand for each month, w
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.
Compute the # of deals per period vs objective, deals amount lost and won, amounts and number of deals currently in the pipeline.
Create a view of all your open deals, easy to filter and sort
Build a live dashboard with the number of deals per deal stage per sales representative.
Create a view of all your contacts, easy to filter and sort
Create a view of all your deals, easy to filter and sort
For each month, calculate the # of contacts, deals, closed deals, lost deals, lost and win rate.
Build reports to understand the performance of sales representative. Calculate the number of total deals by sales representative.
Calculate conversion from signup to deal signed across any dimension you'd like (country, industry, deal owner, etc)
Understand how your sales pipeline behaves. Learn how to calculate the number of deals per stage per month based on your HubSpot data.
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.