Targets and analytics
On this page
Analytics shows how your pipeline is doing and how much money actually came in. Because CRM reads real payments, "collected" is what your customers paid, not what someone marked as won.
Set targets#
- Open CRMTargets and use the arrows to pick the month.
- Choose Revenue (money from won deals) or Closes (number of won deals).
- Enter the Team goal.
- Enter a goal for each person, or tick Split the team goal evenly between members.
- Save.
Each person sees a ring showing how far they are, with a mark for where they should be by today, so you can see who is behind pace for the month.
Analytics#
Open CRMAnalytics and pick a period: 30 days, Quarter to date, Year to date or All time.
| Widget | What it tells you |
|---|---|
| Open pipeline | The value of all open deals, with a small trend line. |
| Weighted forecast | Open deal value multiplied by each stage's odds, by expected close month. |
| Win rate | Won deals out of all closed deals in the period. |
| Won value | The value of deals won in the period. |
| Collected | Money actually paid on orders linked to deals, less refunds. |
| Follow-ups due | Activities overdue and due today. |
| Funnel by stage | Deals created in the period, by the stage they are in now. |
| Sources | Deals created in the period, by where they came from: forms, referrals, shop events and so on. |
| Rep leaderboard | Won value, win rate and money collected per person. |
| Won customers | Customers with a deal won in the period, and their average lifetime value. |
| Act today | The deals that need you most, biggest first: follow-ups overdue or due today, hot leads with no follow-up, deals with no activity lately and deals closing within 7 days. |
Who sees what#
Everyone with CRM sees their own numbers. People with the CRM team permission see the whole team and can filter by owner.