Sales managers make a lot of important business decisions. Among others, they set their team’s revenue goals, establish regional pricing, and help plan inventory levels. It’s no surprise, then, that when their decision making improves, so do organizational outcomes. Setting the right quarterly revenue goal, for example, motivates a sales team to stay focused and work hard, generating extra revenue that pays dividends when reinvested in growth.
Vtiger’s reports, are fuel for such improved decisions. Summarizing and visualizing historical results from across the organization, they generate key insights that lead teams to higher achievement, and organizations to stronger growth.
Get deeper sales process insights with custom reports
Vtiger’s customizable reports and charts show how key parts of your business are performing at any time. A report on sales rep activity, for example, highlights and high performing sales reps, as well as those that need assistance. A pivot report on regional demand provides insights into regional product popularity. And a pie chart on sales by lead source shows which of your marketing campaigns are most profitable. This information helps optimize rep activity, regional product, and campaign investment respectively and can easily be downloaded and incorporated into presentations, or disseminated across the organization via email.
Eliminate incomplete reports resulting from siloed data
Synchronize data between Vtiger and various 3rd party apps you use to create comprehensive reports. Vtiger integrates with more than 20 applications directly and with over 400 other applications through Zapier. These integrations allow you to, for example, generate a detailed report of invoices from within Vtiger even if your accounting team creates invoices in Xero. And with automatic syncing and updates you can trust that Vtiger will produce clean, complete, error free customer profiles and reports every time.
Effortless report creation by automation
Automatically email reports to your team at a specific date and time, or periodically, to streamline their decision making. For example, you might automate a monthly report on progress toward the quarter’s quota to your sales team. This establishes a monthly time for your team to meet and discuss progress, while saving you time in generating the report.
Have questions about report generation in Vtiger? Leave us a comment below, or email us at [email protected].
