Access your Leads, Contacts, Opportunities, Cases, Accounts, or Campaigns, explore it and analyze it using a spreadsheet interface
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.
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.
Count your total number of leads, qualified leads and the percentage of qualified leads for each week
Build a dynamic list of all the conversations that had a bad rating.
Analyze the average time it takes your team to respond to a customer initiated conversation.
If you're using ratings, see the number of conversations for each rating, sliced down per week or month, or customer support operator.
Calculate the average weekly or monthly time it takes your team to close a conversation initiated by a customer.
Easily identify potential problems to solve urgently.
Easily visualize your customers in Actiondesk, filter them and calculate key metrics.
Calculate the number of daily active users (DAU) on any specific day.
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).
Have a constantly updated list of late orders and collaborate with your team to fix these issues.
See at a glance all the customers who haven't paid their last invoice.
See at a glance all the customers whose free trial is about to end
See at a glance all the customers who canceled their subscription recently
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.
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
Create a fully automated HubSpot sales rep dashboard to keep your objectives clear and your reps motivated.
Understand how your sales pipeline behaves by calculating the number of deals per stage per month based on your HubSpot data.
Create a view of all your open deals that's easy to filter and sort.
Get a better understanding of your leads by building a report with all your contacts that's easy to filter and sort.
For each month, calculate the # of contacts, deals, closed deals, lost deals, and lost and win rate.
Get a better understanding of your deals by building a report that's easy to filter and sort.
Build a live dashboard with the number of deals per deal stage per sales representative.
Get a better understanding of your companies by building a report that's easy to filter and sort.
Build reports that help you understand the performance of each of your sales reps.
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.