On this article, we´ll show you some Tables you can create from your Close.com data
1) Funnel Opportunities Created
You could create this type of Funnel and filter the data by Sales Representative, Acquisition source, Lead Industry, etc
2) Funnel Opportunities Created by Gob (Sales Representative)
3) Conversion Rate by Sales Rep
Get your Sales Team competing!
4) Funnel Opportunities Closed
You could also calculate your conversion rate from a Closed perspective
5) Funnel Opportunities by Stage
Get a detailed view of your Sales Pipeline
You could filter this table with any lead data, so you could see your pipeline customized per Sales Rep, Acquisition source, etc
6) Leads to Opportunities
See how many of your Leads are generating Opportunities
7) Leads by Source
Create Marketing Reports with ease
In all of the examples above, every table was filtered for "Last Quarter" and grouped by "Month", but you could get creative and filter by any date you wish (last year, this year, this month, last week, etc) and group by Day, Week, Month, Quarter or year