Measuring the performance of your sales automation efforts is essential for optimizing your strategy. Here's how to build a report in CleverApp to track your progress:
Analytics Dashboard: Navigate to the Analytics section in CleverApp and select "Create New Report." Choose the relevant metrics you want to track, such as conversion rates, engagement levels, or revenue generated.
Data Visualization: Select the appropriate visualization type for your report, such as line charts, bar graphs, or pie charts. Customize the design and layout to present data in a clear and visually appealing manner.
Data Filters: Apply filters to segment your data based on specific criteria, such as time period, lead source, or campaign. This allows you to analyze the performance of different segments of your sales process and identify areas for improvement.
Scheduled Reports: Set up scheduled reports to receive regular updates on your progress via email or within CleverApp. This ensures that you stay informed about the effectiveness of your sales automation efforts and can make informed decisions to optimize your strategy.