Here’s a list of examples based on our most used reports:
1. Track sales activities (reach-outs) by salespeople. Go to Reports > Detailed work report. Filter out the relevant users, time period and activity types you want to track. Then group the report by users and activity types. To configure (add/remove/rearrange) the columns displayed, click on the View button (select the relevant options, drag and drop their order).
Once you are happy with the outcome, make sure to bookmark the view to quickly open that specific report again whenever needed and avoid filtering the list.
2. Track the number and value of quotes sent out this month and compare the results against your goals. Go to the Quote list, under Filters select the relevant users, all statuses and set the issue date to the current month. You can already see the results in the summary bar, but we advise you to save the filtered list as a bookmark, so you can easily add this information to your dashboard and set benchmarks for them.
You can also see an overview of the average deal size on the summary bar of the list. Customize the summary bar based on what’s most relevant to you.
3. Track the number and value of the quotes closed this month. Follow the previous example but instead of filtering the Quote list by issue date, now filter it by confirmed date.
4. Track who closed the most deals this month. Go to the Detailed financial report, filter out the quotes confirmed during the current month (but issued on all dates), then group the list by users. You may want to subgroup the list by months to get a better overview when the quotes were issued.
5. Compare your financial results to a previous period. Open the Detailed financial report, select quotes (or any other document type) as an input, select the relevant issue interval and use the Compare to functionality to select another time period for comparison. Group the report by users and view it as a list to easily compare the results of different salespeople.
6. Track lead-to-sale conversion rate (compare the amount of all requests to closed deals). Create a ratio metric on your dashboard: All quotes compared to closed and confirmed quotes. Or compare the number of tasks with specific activity type (e.g. Inbound lead) to closed and confirmed quotes.
7. Track your pipeline value and prediction how much you are about to close.
Of course, there are hundreds of ways to get detailed reporting on everything and anything in Scoro. If you didn't find the report you were looking for on this list, let us know.