Best Practices

Analytic: What are my top items?
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
Analytics: Contract By Status
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
Analytics: Contracts Being Viewed
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...
Thu, 24 Jul, 2014 at 12:50 PM
Analytics: How many active vs inactive customers are there?
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
Analytics: How many customers am I adding each month?
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
Analytics: Top Customer Industries
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
Analytics: What are the current value of my quotes?
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
Analytics: What is happening with my quotes?
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
Analytics: What is my Quotes by Status telling me?
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
Analytics: What is the Quote to Contract Conversion Rate?
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