Equipment CRM offers a variety of reports and summaries designed to help you manage your equipment, customers, and sales activities efficiently. These reports provide key insights & business metrics.
In this section you will find key queries, reports and summaries available to you via Equipment CRM which are used most frequently by Texada users.
A comprehensive log of all activities, organized by year and month. Export the table for detailed analysis.
Reports on completed activities versus the customer’s Planned Annual Rate (PAR), ensuring adequate customer coverage.
Monitor the progress of deals through various stages (Outstanding, Development, Proposal, Won, Lost, No Deal).
A comprehensive log of all activities, organized by year and month. Export the table for detailed analysis.
Track performance metrics compared to company averages, identifying high-performing areas and opportunities for improvement.
Analyze competitive info by region and model to understand market positioning and reasons for lost sales.
