Employee statistics

Wersja 1

The application allows you to get statistics on each employee or the entire department. The statistics report includes the number of tasks, leads and deals in the work, as well as how many were processed in total! The following data is available for each employee:

Tasks:

1. The number of tasks in progress for the specified period

2. The number of tasks closed for the specified period

3. The number of successfully closed tasks (not overdue) for the specified period

4. The number of tasks overdue for the specified period

Leads:

1. The number of leads in progress for the specified period

2. The number of leads closed for a specified period

3. The number of leads won for the specified period

4. The number of leads lost for a specified period

Deals:

1. The number of deals in progress for the specified period

2. Number of deals closed for the specified period

3. Number of deals won for the specified period

4. The number of deals lost for the specified period

Leads / deals / tasks are searched by the following principle:

1. Were created, modified or closed during the specified period.

2. If were created before the period and not yet closed

3. Opened before the period and closed after the period

If a lead / deal / task falls under at least one condition, it will appear in the report.

E-mail:

info@nicedo.ru

During installation, the application settings form will be available. In this form, you must specify the statuses or stages in CRM for leads and transactions in order for the report to be formed correctly.