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Automate Your Reporting
Stop wasting time exporting and crunching Close.com data.
Leverage Close.com search functionality and create time-based reporting for your Lead and Opportunities queries.
Answer specific business questions creating custom queries and dashboards.
Why Smart Reporting?
Smart Reporting lets you visualize your Close.com data in real-time, gather insights and increase performance. Create Dashboards and watch your KPIs evolve!
to find number of leads.
“How many leads were created from Facebook Ads per week this year?”
to find number of Opportunities.
“How many Opportunities were created per month, last quarter, that where assigned to a specific Sales Rep?”
“What was the Conversion Rate per month for Opportunities from the Manufacturing Industry?”
“Unlock the potential of your Close.com data”
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0 to 20 Metrics
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21 to 100 Metrics
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101 to 200 Metrics
Start with Intermediate
if you need more than 200 metrics
change the game
With Smart Reporting you can answer all your business questions with ease.
How many Leads or Opportunities were created per month?
How many Leads or Opportunities were created per month assigned to a certain Sales Rep?
What is the conversion rate per Sales Rep per week in this quarter?
What is the conversion rate per Acquisition source per month this year?
How many opportunities did each Sales Rep close per day this month?
How many opportunities move from Demo to Proposal on a month to month basis?
How many Leads create Opportunities?
How many Leads were created per week from Facebook Ads?
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