Statistics & Reporting This section of the Help Center will show you how to analyze your sales performance using the statistics in your noCRM account. In order to get accurate and insightful data, make sure you create Categories & Tags in your Admin Panel. More information found in our Academy. In the Statistics section of your account, you have access to different reports: Company performance Team performance Team's activity Sales goals (Dream Team edition only) Active leads Pipeline performance Lead performance Analysis per prospecting list Forecast Email Templates Performance (Solopreneur & Dream Team editions only) In every report, you'll be able to apply filters such as categories, tags, teams, users, and periods of time. For periods of time, you can either choose manually from the calendar or use the magic wand icon to rapidly access specific time periods such as "last week", "last month", "this year", etc. ⚠️ To avoid applying the same filters over and over again, remember to create shortcuts. For admins: All the admins of an account have access to the entire statistics of their account, making it possible to know how each user is working and performing. For team managers: Once the team is created and the team members added, the team manager or leader — depending on the privacy settings applied to your noCRM account — can access other team members' statistics and leads. For non-admin users: Non-admin users have access to their own statistics, enabling them to know how they are doing, how many leads they have won, how many they have lost and if their goals are being met, etc... Video tutorial: Analysis per Prospecting List Gain insight into how your prospecting lists are performing Company & Team Performance Analyze your won leads at a company and team level Team's Activity View how many activities were logged and track the success of your sales activities Sales Goals Set sales goals for your sales reps in your noCRM account Active Leads Quickly know how many active leads you have in your pipeline and how much money it represents Pipeline Performance Monitor the success of your sales process Lead Performance Track the progress of leads since their creation dates Sales Forecast Know how much money your company should be expecting to receive
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