The comparison type of Report generally contains an overview of comparisons between sales or CRM users based on the data entered in the CRM application.
1. Deal Closed by User (Leaderboard)
The Deal Closed by User (Leaderboard) report displays user performance ratings based on the total amount of Deal (Value) and the average amount of Deal (Value) compared to the number of Deal (Value) in the selected period from the filter bar on the CRM Dashboard menu. The deals that are counted in this report are those that are in the Stage Won. The displayed currency is the default currency selected by the User. Hence, if there is a Deal with a currency other than the default currency, the deal amount will be converted before adding up.
The Deal that counts refers to the time at which the Deal has shifted to the Won stage. Example: Deal 1 was made on May 9, 2018, and then shifted to the Won stage on July 14, 2018, then the Deal will enter the total deal amount for the July 2018 period.
2. Deals Won by User
The Deals Won by User (Count) report is a stacked bar graph that displays the total number of Deals (Counts) on the Won Stage grouped by the user in the selected period. The stacked bars are sorted by CRM user that has the highest number of Deals on Stage Won. This report follows what is chosen in the filter bar.
3. Deals by Stage by User
The Deals by Stage by User report is a stacked bar graph that displays the total number of Deals (Count) and the number of Deals (Value) at each Stage in the Pipeline on the Deals Menu grouped by the user in the selected period. This report follows what has been set in the filter bar.
4. Sales Activity by User
The Sales Activity by User report displays data on the number of Notes, Calls, Emails, Tickets, Documents, and Tasks grouped by User. This graph is displayed in a stacked bar graph. Any of the items can be hidden and shown by clicking the button with the Item color and name at the bottom of the graphic. This report follows what has been set in the filter bar.
5. New Contacts, Companies, Deals by Source
The New Contacts, Companies, Deals by Source report displays data on the number of Contacts, Companies, and Deals made classified by data source and grouped by User. Any of the items can be hidden and shown by clicking the button with the Item color and name at the bottom of the graphic.
6. Task KPI by Status
The Task KPI by Status report displays the progress of Tasks data grouped by User and Status of the Task. The graph displayed is in the form of a stacked bar. This graph has an additional filter, namely Categories. Statuses can either be shown or hidden by clicking the Status name at the bottom of the graph.
7. Task Completion by Categories
The Task Completion by Categories report displays the progress data of Tasks that are completed on time or late. It is compiled by the User and the specified deadline. This deadline can be set in the Due Date properties field in Task Menu. The graph displayed is in the form of a stacked bar. This graph has an additional filter, namely Categories. Statuses can either be shown or hidden by clicking the Status name at the bottom of the graph.
8. Win Rate
The Win Rate report displays the success rate of each user in the form of a stacked bar graph. This success rate is measured by the total number of Deals (Count) in the Won and Lost Stages in the form of a percentage and the number of Deals (Count). Statuses can either be shown or hidden by clicking the Status name at the bottom of the graph.
