Best Practices
It is useful to know what your best selling products are so you can cater to them. You can build other services around them to up-sell or cross-sell to your...
Thu, 24 Jul, 2014 at 12:49 PM
This shows your contract by what stage they were in during a specific duration. The statuses are broken down so you can better understand the state of...
Thu, 24 Jul, 2014 at 12:49 PM
This diagram shows you the number of contracts being clicked on during a specific time range. It simply tells you the number of times your contract sent via...
Wed, 5 Aug, 2020 at 10:08 AM
This graph shows you have many customers are active vs inactive during a specific period of time. You can easily calculate your conversion rate by div...
Thu, 24 Jul, 2014 at 12:51 PM
Customer Growth Rates This graph shows the number of new customers you added into the mosspaper during a specific time period. It's important to have h...
Thu, 24 Jul, 2014 at 12:51 PM
Each industry has a specific need or process for doing things. It's important to understand which industries are finding the most value in your product...
Thu, 24 Jul, 2014 at 12:51 PM
This graph gives you a look at the quote values for a specific period of time. You are able to see how to better position yourself to bring in a biggest va...
Thu, 24 Jul, 2014 at 12:52 PM
This graph shows you how many quotes have been sent during a specific duration. It provides you statistics on the total number of quotes added that day, num...
Thu, 24 Jul, 2014 at 12:52 PM
This graph tells you the quotes by status during a specific during.
There has been an increase expired quotes. Look into the issue more. The inform...
Thu, 24 Jul, 2014 at 12:53 PM
This percentage shows you the rate in which quotes are being converted to contracts.
Depending on your service offering, an approved quote can ...
Thu, 24 Jul, 2014 at 12:54 PM