The developer's sales and marketing reporting is often fraught with the difficulty of collecting, summarizing, analyzing, and presenting data.
Developers face the following problems:
scattered data in the reporting;
mess in CRM and, as a result, loss of leads;
when scaling a business and individual projects, control over tactical tasks is lost;
the human factor in the process of information processing leads to the loss of data;
there is no unified business intelligence system.
It is important for developers to see what is happening at each level of the sales funnel, how each office and each manager works.
Call center operations have a key impact on sales, so call analytics should be highlighted.
When placing ads on social networks and on advertising platforms, it is important to track its effectiveness in order to optimize your ad budget.
We have developed a dynamic developer report in Power BI.
The calendar in the report allows you to set an arbitrary reporting period: despite the relatively long cycle of a transaction in real estate, the advertising department can analyze its effectiveness on a monthly basis, and the head of the call center usually looks at the results of the managers' work over the past week.
Consolidated report
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