The reports feature within the CRM module aids users in accessing information about prospects. Through the following reports, Bizcentric users can analyze a prospect’s history with a company, fostering stronger relationships. These reports are available under CRM > Reports.

1. Lead Details

This report furnishes details such as lead name, address, contact information, lead source, territory, and other relevant particulars.

2. Sales Funnel

By utilizing the sales funnel report and quantifying the number of prospects at each stage of the process, you can gain insight into your potential customer base.

3. Prospects Engaged But Not Converted

Through this report, users acquire information about leads who have expressed interest in doing business with you but, for various reasons, were not converted into customers.

4. Minutes to First Response for Opportunity

In today’s digital age, we anticipate prompt responses to our inquiries. This report provides insights into the time taken by sales executives to respond to opportunities. A shorter average time for the first response is preferable.

You can specify the date range to analyze the minutes taken for the first response. The line graph is displayed at the top, with date-wise details provided below.

5. Inactive Customers

This report displays a list of customers who haven’t made a purchase in a specified number of days. You can specify the number of days in the ‘Days Since Last Order’ filter. Additionally, you can specify whether Sales Orders or Sales Invoices should be considered in the DocType filter.

6. Address And Contacts

When ‘Customer’ is chosen in the ‘Party Type’ field, the report will display the addresses and contact details of all customers.

Alternatively, if a specific customer is selected in the ‘Party Name’ field, the report will show the address and contact details of that particular customer.

7. Lost Opportunity

This report furnishes details regarding Lost Opportunities, including information such as the opportunity’s source, party involved, customer name, reasons for loss, sales stage, territory, and other pertinent particulars.