Insights
3 articles
- Tracking Sales Performance with Dashboards in "Edara CRM"When sales figures are pulled together by hand from deals into separate spreadsheets, the report comes late and everyone's numbers differ. A manager doesn't know where open deals stand or how much the team won this month without asking around, and when a figure looks off, nobody can easily tell which deals sit behind it.
- Creating, Customizing, and Sharing Reports in "Edara CRM"When a manager needs a specific figure, like each rep's revenue this quarter or how many calls the team made this month, they ask someone to pull it together by hand from deals and activities. It arrives late, the same request comes back every month, and narrowing it to one rep or comparing it with last month means asking all over again.
- Acting on Revenue Opportunities from the Revenue Action Center in "Edara CRM"Your Edara sales figures say a lot about each customer: one who used to order every month hasn't ordered in six weeks, another's purchases dropped by a third this quarter, and a third's returns suddenly went up. But these signals stay buried in Sales Orders and returns, and the rep usually notices only after the customer has drifted away.