DEALERSIP User Manual

The CRM Analytics dashboard provides an in-depth analysis of your sales and lead management activities, helping you make informed decisions to optimize your performance. This feature-rich module allows you to track key metrics e.g. Lead Quality, Stage Distribution, Performance Comparison, Effective Lead Sources etc. and identify areas for improvement across your team.

Optimized for Fast Data Browsing

The CRM Analytics is designed for lightning-fast data browsing, utilizing a precompiled data mechanism for reports. Here’s how it works:

• Data is precompiled when you click the Generate Report button for the first time or when you change any filters.
• For example, if you select a start date and end date and click the Generate Report button, data is compiled for the first time. The same compiled data will continue to display until the filters are changed or the page is reloaded.
• Clicking the Generate Report button again does not recompile the data unless filters are changed.

Note: Due to aforementioned mechanism for precompiled data, CRUD pages (e.g. Create Lead etc.) opened via drill through system will not refresh data until report is reloaded.