CRM Reports allows administrators to generate and view reports about customer relationships, sales pipeline, and business performance. Reports help managers make data-driven decisions.
Overview
The CRM reporting system provides insights into customer interactions, deal progress, and team performance. Administrators can generate various reports to understand business health.
How to Access
- Step 1: Log in as administrator
- Step 2: Navigate to CRM in the admin menu
- Step 3: Click on Reports
Prerequisites
- Administrator access required
Features
- Generate sales performance reports
- View customer acquisition metrics
- Analyze pipeline by stage
- Track team performance
- Export reports for external analysis
Quick Reference
| Route | admin.crm.reports |
| Permission | admin_only |
| Category | CRM & Business Tools |