Dashboards and Reports
As we aim to make your life simpler, how can we choose not to show you, the valuable insights gathered from your customers and sales data. Hop in and scroll down to see the magic!
Step 1 - General Dashboard
Look at the graphs, now wont this help you to plan your purchases? We come up with a quick solution to help you identify your monthwise invoices generated to amounts collected. Click at 'View report" to open a detailed report which can be downloaded.
Would you like to have a count of Inquires received each month? Or keep track of the month which had the highest number of Inquires? Look at the graph above to find a perfect answer.
Step 2 - Sales Dashboard
The above graph indicates the number of Sales went through each status. This would help to have a quick look on the count of sales with respect to each status.
Is tracking the estimated amount very difficult? The above graph comes with a quick solution. It represents the estimated value of Sales against each status.
How could keeping track of estimated, invoiced and collected monthly amount be represented simpler? Explore the graph to find an easy answer.
Step 3 - Contacts Dashboard
The above graph indicates the number of contacts/customers created each month. This would help to have a quick look on the month which had the highest number of customers. Explore the graph.
Is tracking the customers with respect to their staus troublesome? The above graph comes with a quick solution. It represents the count of customers against each status.
Are you aware for your leads? If yes, are you keeping a count of your leads with tasks and leads without tasks? Do you think of this as a problem? All these can be solved with Zenys. Explore the graph to find an easy answer.