Access any data from your MySQL, PostgreSQL and SQL Server database, 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.
If you're using ratings, see the number of conversations for each rating, sliced down per week or month, or customer support operator.
Build a dynamic list of all the conversations that had a bad rating.
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.
Analyze the average time it takes your team to respond to a customer initiated conversation.
Count your total number of leads, qualified leads and the percentage of qualified leads for each week
Calculate the number of daily active users (DAU) on any specific day.
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.
Let your teams access your raw SQL data with an interface they already know and like. No SQL needed.
See at a glance all the customers who canceled their subscription recently
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
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 funnel report listing for each month using the following metrics: number of new opportunities, new contacts, opportunities won and lost.
Create a view of all your contacts, easy to filter and sort
Create a view of all your 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 companies, easy to filter and sort
Understand how your sales pipeline behaves. Learn how to calculate the number of deals per stage per month based on your HubSpot data.
Compute the # of deals per period vs objective, deals amount lost and won, amounts and number of deals currently in the pipeline.
For each month, calculate the # of contacts, deals, closed deals, lost deals, lost and win rate.
Create a view of all your open deals, easy to filter and sort
Build reports to understand the performance of sales representative. Calculate the number of total deals by sales representative.
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.