When it comes to reporting, about balancing speed with customization. There are reports you want to generate quickly and as a routine—like several deals closed every week or the number of new leads this month.
Use custom templates in Rokdi to instantly pull up a bunch of reports, like accounts by the owner, sales by sales rep, and high-value deals for the month. Or you can get down to work and create a report from scratch.
Every sales activity ties back to the ultimate goal: getting your contact to sign the deal. The emails you send, the calls you make, the tasks you create, and the appointments you schedule—everything counts.
Use the sales to compare and conquer, by analyzing trends week-on-week, month-on-month or quarter-on-quarter. You can also use these numbers to make forecasts, like predicting expected close date for deals.