In Prospect, there are a range of standard Reports to get you started when analysing and managing your CRM data.
The Sales Report group includes all standard Reports covering sales related CRM records.
The New Orders Report lists all the Quotes that have an order date in the last 30 days. The aim of this Report is to help identify all new orders across the business. If 30 days is too recent or too long for your business, then you can change this within the filters. At the top of the Report, you have a summary displaying the base value (excluding VAT) average and base value (excluding VAT) total.
New Online Orders
The New Online Orders Report lists all Quotes that were ordered in the last 30 days and have a Quote type of WEB. This Report will only be relevant to those that have an integrated eCommerce site with Prospect CRM. The aim for this Report is to see what recent orders the business has had via the website. Again, if 30 days is too recent or too long for your business, you can change this within the filters. At the top of the Report you have a summary displaying the value (excluding VAT) average, base value (excluding VAT) total and base value (including VAT) total.
The New Opportunities Report lists all Opportunities that have been created in the last 30 days. The aim of this Report is to help identify all new sales Opportunities that have been recorded within the CRM. If 30 days is too recent or too long, then you can change this within the filters. At the top of Report you have a summary displaying the total weighted value, worst value, likely value and best value. For more information about these values, take a look at our article here.
Open Opportunities by Status
The Open Opportunities by Status Report lists all Opportunities in an open status and groups them by these statuses. In the example provided, there are two Opportunities in a status of "Push for Close" and "Sales Process". To view additional information about the Opportunity, simply expand the group. At the top of the Report there are summaries detailing the total weighted value, worst value, likely value and best value.
All Open Opportunities
The All Open Opportunities Report simply lists all Opportunities in an open status. The Report also provides summary information for the total weighted value, worst value, likely value and best value.
The All Opportunities Report lists all Opportunity records within the system without any filters or summaries. If you require these, you can simply add them in via the further options menu.
Sales Pipeline (This Month)
The Sales Pipeline (This Month) Report lists all Opportunities that have an estimated close date for the current month and are in one of your Opportunity Pipelines. At the top of the Report you have a summary displaying the total worst value, likely value and best value.
Sales Pipeline (Next Month)
The Sales Pipeline (Next Month) Report shows the same information as the 'Sales Pipeline (This Month)' but shows Opportunities that have an estimated close date of the next calendar month.
New & Returning Customers
The New & Returning Customers Report lists all sales ledgers that didn't spend anything in the previous year but have done since then. The aim of this Report is to help identify any new customers and any returning customers that didn't spend with you in the previous year, but have now come back and placed an order. The difference figure will be calculated using the sales history information.
The Decreasing Revenue Report lists all customers that have spent less with you than the previous 365 days, resulting in decreasing revenue. This Report is very helpful when identifying customers that could be slipping away.
The Increasing Revenue Report lists all of your accounts that have spent more with you than the previous 365 days, resulting in increasing revenue. This Report helps to identify your growing customers.
Customers not ordered in a year
The Customers not ordered in a year Report lists all accounts that have not placed an order in the last year. The aim of this Report is to help you identity customers that may be slipping away and provides a targeted list of customers that may wish to buy again.
Predicted Churn Alerts (Preview)
The 'Predicted Churn Alerts' Report lists all accounts, with their associated RFM Segment. By default, the Report is set to show those customers at the top with the fewest days since they last ordered. It also displays the average number of days between orders, and an order days warning level so you know which customers to prioritise first.
Quotes & Orders
The 'Quotes & Orders' report lists all quotes and orders from all Companies and Contacts. You're able to order them by Value, Date, Reference, Status, ID, Order Number, and Company Name. It can also be further filtered using the filters option in the three dots on the top left hand side of the page.
Customers Who Bought X but not Y
The Customers Who Bought X but not Y Report can be used to see which customers have bought one product, but not another. These customers can then be added into an upsell email marketing campaign to encourage them to purchase the other product. Simply add your product SKUs into the filters to generate a list instantly.