One of the most important aspect of managing a sales team is to be able to track the sales data, as an individual or as a team.
ChatMamba CRM provides the functionality out of the box, by presenting data in meaningful dashboard.
Adding sales report
There are a few ways to add sales report to ChatMamba CRM, for both leads that are in or not in the system.
Add report for lead in ChatMamba CRM
For leads that are already in ChatMamba, in Lead Progress View, click on the triangle located on the left of the lead, then click on Sales Report. Alternatively, change the Status of your lead to the state that is defined as “sales closed” by your organization.
Add report for lead not in ChatMamba CRM
For leads that are not in ChatMamba, in Sales View, click on Add Sales Report.
Then, complete the sales data form by filling in Portion and Sales data. If there are more than 1 agent involve in the sales, you may also split the sales portion accordingly. This way, sales revenue can be calculated accurately for each agent.
Viewing all sales reports
To view sales reports that you are involved in (added by you and others), go to Sales View, then click on View Sales Report.
You can then view (or edit) the report.
Viewing sales summary
ChatMamba provides visual dashboard for sales data that are input into the system. You can view your sales summary as an individual, or as a team. You can also view summary for anyone that’s positioned below you in the hierachy tree.
ChatMamba breaks down your sales data into different category, so that you can easily spot the strong and weak point of your sales team. Some of the category includes:
- Sales Revenue by Month
- Sales Revenue by Project
- Number of Case Closed by Month
- Number of Case Closed by Project
- Sales Revenue Ranking By Month
- Sales Revenue Ranking By Project
Team sales dashboard
Individual sales dashboard
