Determine the effectiveness of the activities performed by the sales force

Hey @RRMG!

You can get these reports with Dear Lucy app.

To give you a couple of examples, the most valuable reports could be:

  • activity win rate %
  • conversion funnel from chosen activities (like connected calls and completed meetings) to won deals
  • reverse funnel to showcase what needs to be done in order to get xx% growth

All reports can be reviewed ie. per person, per business unit or on company level.

Hope this helps you solve your reporting needs!

Best,

Taina