{"id":3092,"date":"2015-09-01T18:06:17","date_gmt":"2015-09-02T01:06:17","guid":{"rendered":"https:\/\/vtiger.com\/blog\/?p=3092"},"modified":"2015-09-01T18:06:17","modified_gmt":"2015-09-02T01:06:17","slug":"gain-insights-and-improve-your-sales-process-with-vtiger-reports","status":"publish","type":"post","link":"https:\/\/two.vtiger.com\/blog\/gain-insights-and-improve-your-sales-process-with-vtiger-reports\/","title":{"rendered":"Fuel customer growth using insights from Vtiger’s sales report"},"content":{"rendered":"

\n\"Vtiger_Pivot_table\"<\/a>
\n

Gain deeper insights into your sales process with Vtiger’s pivot reports <\/center><\/i><\/p>\n

Sales managers make a lot of important business decisions. Among others, they set their team\u2019s 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.<\/p>\n

Vtiger\u2019s reports<\/a>, 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.<\/p>\n

\"Vtiger_charts\"<\/a>
\n

Create charts to visualize data. Then pin them to the dashboard to review them often.<\/center><\/i><\/p>\n

Get deeper sales process insights with custom reports<\/a> <\/b><\/p>\n

Vtiger\u2019s customizable reports and charts<\/a> 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<\/a> 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.<\/p>\n

Eliminate incomplete reports resulting from siloed data<\/b> <\/p>\n

Synchronize data between Vtiger and various 3rd party apps you use to create comprehensive reports. Vtiger integrates with more than 20 applications<\/a> 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.<\/p>\n

Effortless report creation by automation<\/b><\/p>\n

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.<\/p>\n

Have questions about report generation in Vtiger? Leave us a comment below, or email us at sales@vtiger.com. <\/p>\n","protected":false},"excerpt":{"rendered":"

Gain deeper insights into your sales process with Vtiger’s pivot reports Sales managers make a lot of important business decisions. Among others, they set their team\u2019s 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… .Fuel customer growth using insights from Vtiger’s sales report<\/span><\/a><\/p>\n","protected":false},"author":29,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_eb_attr":"","neve_meta_sidebar":"","neve_meta_container":"","neve_meta_enable_content_width":"","neve_meta_content_width":0,"neve_meta_title_alignment":"","neve_meta_author_avatar":"","neve_post_elements_order":"","neve_meta_disable_header":"","neve_meta_disable_footer":"","neve_meta_disable_title":"","neve_meta_reading_time":"","_themeisle_gutenberg_block_has_review":false,"_ti_tpc_template_sync":false,"_ti_tpc_template_id":"","footnotes":""},"categories":[3,29],"tags":[],"yoast_head":"\nFuel customer growth using insights from Vtiger's sales report - Vtiger CRM Blog - Latest CRM Topics, Tips, Insights and Updates<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/two.vtiger.com\/blog\/gain-insights-and-improve-your-sales-process-with-vtiger-reports\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Fuel customer growth using insights from Vtiger's sales report - Vtiger CRM Blog - Latest CRM Topics, Tips, Insights and Updates\" \/>\n<meta property=\"og:description\" content=\"Gain deeper insights into your sales process with Vtiger’s pivot reports Sales managers make a lot of important business decisions. 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