Convenient customization of the End-to-End Analytics report: selection of sales funnel stages and new CRM data groupings
Posted: Mon Dec 23, 2024 9:07 am
Convenient customization of the End-to-End Analytics report: selection of sales funnel stages and new CRM data groupings
Content
New functionality
Now in the End-to-End Analytics report, you can select sales funnel stages and group CRM data into them. This makes the logic of calculating and displaying CRM data more transparent and accessible.
New functionality
The End-to-End Analytics report now allows you to select columns with sales funnel stages. Previously, stages were selected in the integration settings:
Groupings for all funnels for metrics (number of telegram company profile deals, revenue, average check, ROMI, contacts, conversion of requests into deals, deal cost) appeared:
All transactions - all transactions in any status;
Won deals - successfully completed deals from all sales funnels;
Deals "in progress" - active (unfinished) deals from all sales funnels;
Lost deals - deals with the "Rejection" status from all sales funnels.
Content
New functionality
Now in the End-to-End Analytics report, you can select sales funnel stages and group CRM data into them. This makes the logic of calculating and displaying CRM data more transparent and accessible.
New functionality
The End-to-End Analytics report now allows you to select columns with sales funnel stages. Previously, stages were selected in the integration settings:
Groupings for all funnels for metrics (number of telegram company profile deals, revenue, average check, ROMI, contacts, conversion of requests into deals, deal cost) appeared:
All transactions - all transactions in any status;
Won deals - successfully completed deals from all sales funnels;
Deals "in progress" - active (unfinished) deals from all sales funnels;
Lost deals - deals with the "Rejection" status from all sales funnels.